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 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.42K+ 5.98% |
$57K - $60K
|
78.2K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.2KNew |
$41.3K - $43.5K
|
3.2K
$42.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.97K+ 9.2% |
$38.3K - $40.3K
|
35.2K
$465K
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.21K+ 144.84% |
$15.6K - $16.4K
|
2.04K
$27K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14K+ 8.83% |
$14.7K - $15.5K
|
14.1K
$186K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.04K+ 796.15% |
$13.4K - $14.1K
|
1.17K
$15.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
954+ 2.93% |
$12.3K - $13K
|
33.5K
$443K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
918+ 3.05% |
$11.8K - $12.5K
|
31K
$410K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
618New |
$7.97K - $8.4K
|
618
$8.16K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
579+ 2.77% |
$7.47K - $7.87K
|
21.5K
$284K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
573+ 0.46% |
$7.39K - $7.79K
|
124K
$1.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
494+ 0.87% |
$6.37K - $6.71K
|
57.1K
$754K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
332+ 2.03% |
$4.28K - $4.51K
|
16.7K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
318+ 2.26% |
$4.1K - $4.32K
|
14.4K
$190K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
318New |
$4.1K - $4.32K
|
318
$4.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
312New |
$4.02K - $4.24K
|
312
$4.12K
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
258+ 0.76% |
$3.33K - $3.51K
|
34.2K
$452K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
235+ 16.24% |
$3.03K - $3.19K
|
1.68K
$22.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
91+ 17.4% |
$1.17K - $1.24K
|
614
$8.11K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
58New |
$748 - $788
|
58
$766
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5New |
$64.5 - $68
|
5
$66.1
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$12.9 - $13.6
|
1
$13.2
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-22- 0.55% |
$284 - $299
|
4.01K
$53K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-47- 0.09% |
$606 - $639
|
55.1K
$728K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-89- 0.78% |
$1.15K - $1.21K
|
11.4K
$150K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-97- 0.26% |
$1.25K - $1.32K
|
36.7K
$485K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-123- 0.21% |
$1.59K - $1.67K
|
57.1K
$754K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-207- 1.05% |
$2.67K - $2.81K
|
19.4K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-212- 0.31% |
$2.73K - $2.88K
|
68.6K
$906K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-240- 0.15% |
$3.1K - $3.26K
|
160K
$2.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-272- 1.83% |
$3.51K - $3.7K
|
14.6K
$193K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-306- 0.34% |
$3.95K - $4.16K
|
90.9K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-339- 2.17% |
$4.37K - $4.61K
|
15.3K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-362- 0.84% |
$4.67K - $4.92K
|
42.6K
$562K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-368- 1.26% |
$4.75K - $5K
|
28.8K
$380K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-403- 50.82% |
$5.2K - $5.48K
|
390
$5.15K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-487- 1.67% |
$6.28K - $6.62K
|
28.7K
$379K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-600- 0.26% |
$7.74K - $8.15K
|
231K
$3.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-715- 5.54% |
$9.22K - $9.72K
|
12.2K
$161K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-855- 1.57% |
$11K - $11.6K
|
53.7K
$709K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.02K- 28.35% |
$13.1K - $13.8K
|
2.57K
$33.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.02K- 83.59% |
$13.1K - $13.8K
|
200
$2.64K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 6.59% |
$17.3K - $18.2K
|
19K
$251K
|