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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.35K- 8.9% |
$17.4K - $18.3K
|
13.8K
$182K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.46K- 1.6% |
$18.8K - $19.8K
|
89.5K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.47K- 2.26% |
$19K - $20K
|
63.7K
$842K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.53K- 0.8% |
$19.7K - $20.7K
|
189K
$2.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.58K- 20.06% |
$20.3K - $21.4K
|
6.28K
$82.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.85K- 14.02% |
$23.8K - $25.1K
|
11.3K
$150K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.13K- 2.65% |
$27.5K - $29K
|
78.4K
$1.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.57K- 7.26% |
$33.1K - $34.9K
|
32.8K
$433K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.7K- 14.18% |
$34.9K - $36.7K
|
16.4K
$216K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-2.94K- 20.01% |
$37.9K - $40K
|
11.8K
$155K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.12K- 0.85% |
$40.2K - $42.3K
|
364K
$4.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.36K- 24.5% |
$43.4K - $45.7K
|
10.4K
$137K
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-3.99K- 1.55% |
$51.5K - $54.2K
|
253K
$3.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.38K- 11.95% |
$56.6K - $59.6K
|
32.3K
$427K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-4.89K- 10.74% |
$63K - $66.4K
|
40.6K
$537K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-5.56K- 4.53% |
$71.7K - $75.5K
|
117K
$1.55M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.9K- 5.33% |
$76.1K - $80.2K
|
105K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-8.69K- 14.13% |
$112K - $118K
|
52.8K
$698K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.95K- 40.52% |
$115K - $122K
|
13.1K
$174K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.3K- 26.76% |
$146K - $153K
|
30.9K
$408K
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 7.08% |
$163K - $172K
|
166K
$2.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-16.2K- 5.01% |
$209K - $220K
|
308K
$4.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.1K- 18.14% |
$220K - $232K
|
77K
$1.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-21.2K- 61.88% |
$273K - $288K
|
13K
$172K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-23.9K- 57.3% |
$308K - $325K
|
17.8K
$235K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-25.6K- 36.74% |
$330K - $348K
|
44K
$582K
|
|
|
Oct 28, 2025
Q3 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-29.3K- 8.68% |
$378K - $398K
|
308K
$4.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-31.7K- 3.69% |
$409K - $431K
|
827K
$10.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32K- 13.28% |
$413K - $435K
|
209K
$2.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.1K- 2.93% |
$414K - $436K
|
1.06M
$14M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-33.7K- 73.34% |
$434K - $457K
|
12.2K
$162K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-33.8K- 22.75% |
$436K - $459K
|
115K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-35.6K- 16.12% |
$459K - $483K
|
185K
$2.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-42.4K- 18.16% |
$547K - $576K
|
191K
$2.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-50.2K- 1.23% |
$648K - $682K
|
4.02M
$53.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-53.1K- 4.29% |
$685K - $722K
|
1.19M
$15.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-53.2K- 28.33% |
$686K - $723K
|
135K
$1.78M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-53.3K- 26.4% |
$687K - $724K
|
149K
$1.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-61.5K- 57.45% |
$794K - $836K
|
45.6K
$602K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-140K- 84.68% |
$1.81M - $1.9M
|
25.3K
$335K
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-161K- 19.51% |
$2.08M - $2.19M
|
665K
$8.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-220K- 99.4% |
$2.84M - $3M
|
1.33K
$17.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-300K- 81.21% |
$3.87M - $4.08M
|
69.4K
$917K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-323K- 45.17% |
$4.17M - $4.39M
|
392K
$5.18M
|