Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
843K+ 12.74% |
$10.9M - $11.4M
|
7.45M
$98.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
107KNew |
$1.37M - $1.45M
|
107K
$1.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
98.7K+ 215.4% |
$1.27M - $1.34M
|
145K
$1.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
91.3K+ 6.57% |
$1.18M - $1.24M
|
1.48M
$19.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
60.4K+ 16.74% |
$779K - $821K
|
421K
$5.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
59.9K+ 497.62% |
$773K - $814K
|
71.9K
$950K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
58.3K+ 24.02% |
$752K - $792K
|
301K
$3.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
56.7K+ 10.82% |
$732K - $771K
|
581K
$7.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
54.6K+ 19.81% |
$704K - $742K
|
330K
$4.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
52.8K+ 58.78% |
$681K - $717K
|
143K
$1.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
52.4K+ 2.87% |
$676K - $712K
|
1.88M
$24.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
51.5KNew |
$664K - $700K
|
51.5K
$680K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
49.8K+ 5.58% |
$642K - $676K
|
941K
$12.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
46.9K+ 4.95% |
$605K - $638K
|
995K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
44.3K+ 18.05% |
$571K - $602K
|
290K
$3.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
41.4K+ 8.98% |
$534K - $562K
|
502K
$6.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
38K+ 7.77% |
$491K - $517K
|
528K
$6.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
35.6K+ 43.58% |
$459K - $483K
|
117K
$1.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
28K+ 3.94% |
$361K - $381K
|
739K
$9.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
24.6K+ 53.55% |
$317K - $334K
|
70.5K
$931K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
24.3K+ 2.32% |
$313K - $330K
|
1.07M
$14.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
23.6K+ 65.47% |
$304K - $321K
|
59.7K
$788K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
23.3K+ 1606.0% |
$300K - $316K
|
24.7K
$327K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
20.5K+ 46.04% |
$264K - $278K
|
64.9K
$857K
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
20.2K+ 12.71% |
$261K - $275K
|
179K
$2.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
17K+ 6.68% |
$220K - $231K
|
272K
$3.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.8KNew |
$217K - $229K
|
16.8K
$222K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
15K+ 60.0% |
$194K - $204K
|
40K
$528K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$170K - $179K
|
13.2K
$174K
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
13K+ 6.19% |
$167K - $176K
|
222K
$2.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
12KNew |
$155K - $163K
|
12K
$159K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.2K+ 3.86% |
$131K - $138K
|
274K
$3.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.1KNew |
$130K - $137K
|
10.1K
$134K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.27K+ 45.07% |
$93.7K - $98.7K
|
23.4K
$309K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.28K+ 27.09% |
$81.1K - $85.4K
|
29.5K
$389K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.89K+ 4.88% |
$76K - $80.1K
|
127K
$1.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.79KNew |
$74.7K - $78.7K
|
5.79K
$76.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.14KNew |
$66.3K - $69.9K
|
5.14K
$67.9K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
4.86K+ 9.19% |
$62.7K - $66K
|
57.7K
$762K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.84KNew |
$62.4K - $65.7K
|
4.84K
$63.9K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4.63K+ 1.87% |
$59.7K - $62.9K
|
252K
$3.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.42K+ 5.98% |
$57K - $60K
|
78.2K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.74K+ 1.83% |
$35.3K - $37.2K
|
152K
$2.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.36K+ 3.12% |
$30.4K - $32K
|
77.9K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.24K+ 15.69% |
$28.9K - $30.4K
|
16.5K
$218K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.2K+ 2.55% |
$28.4K - $29.9K
|
88.4K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.01K+ 3.12% |
$25.9K - $27.3K
|
66.4K
$878K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.5K+ 5.63% |
$19.4K - $20.4K
|
28.2K
$373K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.24KNew |
$15.9K - $16.8K
|
1.24K
$16.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14K+ 8.83% |
$14.7K - $15.5K
|
14.1K
$186K
|