Purchases and Sales Made in Q2 2025 in Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information about the institutional ownership of Invesco Act Mge Et Cmdt Fd Tr (PDBC) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO ACT MGE ET CMDT FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.44K- 2.22% |
$17.6K - $20K
|
63.4K
$850K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.69K- 65.3% |
$20.7K - $23.5K
|
900
$12.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.86K- 4.12% |
$47.1K - $53.7K
|
89.8K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-4.85K- 3.81% |
$59.3K - $67.5K
|
123K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.11K- 11.75% |
$74.7K - $85K
|
45.9K
$615K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-7.74K- 14.84% |
$94.5K - $108K
|
44.4K
$595K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-8.7K- 95.57% |
$106K - $121K
|
403
$5.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-9.03K- 4.53% |
$110K - $126K
|
191K
$2.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-11.1K- 8.35% |
$135K - $154K
|
122K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.9K- 39.66% |
$157K - $179K
|
19.6K
$263K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-13.7K- 18.65% |
$168K - $191K
|
59.9K
$802K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15K- 97.72% |
$183K - $209K
|
350
$4.69K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-20.5K- 32.29% |
$250K - $285K
|
42.9K
$575K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20.9K- 93.52% |
$255K - $291K
|
1.45K
$19.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-26.1K- 1.41% |
$318K - $363K
|
1.83M
$24.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-34.6K- 3.87% |
$422K - $480K
|
859K
$11.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-35K- 18.03% |
$427K - $486K
|
159K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-38.3K- 55.2% |
$468K - $533K
|
31.1K
$417K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-50.3K- 77.89% |
$614K - $699K
|
14.3K
$191K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-57.7K- 5.01% |
$705K - $803K
|
1.09M
$14.7M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-74.3K- 58.43% |
$907K - $1.03M
|
52.9K
$708K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-83K- 18.46% |
$1.01M - $1.15M
|
367K
$4.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-102K- 74.81% |
$1.24M - $1.41M
|
34.2K
$459K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-160K- 41.85% |
$1.95M - $2.22M
|
222K
$2.97M
|