Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183K+ 2.46% |
$2.41M - $2.54M
|
7.64M
$104M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
107K+ 10.08% |
$1.41M - $1.48M
|
1.17M
$16M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
102KNew |
$1.34M - $1.41M
|
102K
$1.39M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
102K+ 198.72% |
$1.34M - $1.41M
|
153K
$2.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
48.7K+ 9.23% |
$641K - $675K
|
577K
$7.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
43.7K+ 47.16% |
$575K - $606K
|
136K
$1.86M
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
39.9KNew |
$525K - $553K
|
39.9K
$545K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
39.1KNew |
$514K - $542K
|
39.1K
$534K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
33K+ 104.78% |
$434K - $457K
|
64.5K
$881K
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
32.3K+ 4.37% |
$425K - $447K
|
771K
$10.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
23.4K+ 4.66% |
$308K - $324K
|
525K
$7.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
19.3K+ 8.68% |
$254K - $268K
|
242K
$3.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
18.4KNew |
$242K - $255K
|
18.4K
$251K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
18K+ 34.1% |
$237K - $250K
|
70.8K
$967K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
11KNew |
$145K - $152K
|
11K
$150K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.1K+ 27.49% |
$133K - $140K
|
46.8K
$639K
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.42K+ 9.36% |
$84.5K - $89K
|
75K
$1.02M
|
|
|
Jan 23, 2026
Q4 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
6.13K+ 23.16% |
$80.6K - $84.9K
|
32.6K
$445K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
4.75K+ 24.72% |
$62.5K - $65.8K
|
24K
$327K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.19K+ 5.38% |
$55.2K - $58.1K
|
82.1K
$1.12M
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
3.55K+ 6.15% |
$46.7K - $49.2K
|
61.3K
$837K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.41K+ 3.75% |
$44.9K - $47.3K
|
94.3K
$1.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.78K+ 8.3% |
$36.6K - $38.6K
|
36.3K
$496K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.99KNew |
$26.1K - $27.5K
|
1.99K
$27.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 1.18% |
$19.3K - $20.3K
|
126K
$1.72M
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.32K+ 1.17% |
$17.4K - $18.3K
|
115K
$1.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.14KNew |
$15K - $15.8K
|
1.14K
$15.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.13K+ 1.63% |
$14.9K - $15.7K
|
70.6K
$964K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.02K+ 3.24% |
$13.4K - $14.2K
|
32.6K
$445K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
791+ 5.18% |
$10.4K - $11K
|
16.1K
$220K
|
|
|
Jan 13, 2026
Q4 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
526+ 1.02% |
$6.92K - $7.29K
|
52K
$710K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
474New |
$6.24K - $6.57K
|
474
$6.47K
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
446+ 3.8% |
$5.87K - $6.18K
|
12.2K
$166K
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
349+ 0.19% |
$4.59K - $4.84K
|
180K
$2.45M
|
|
|
Jan 22, 2026
Q4 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
222New |
$2.92K - $3.08K
|
222
$3.03K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
164+ 2.61% |
$2.16K - $2.27K
|
6.44K
$88K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
80New |
$1.05K - $1.11K
|
80
$1.09K
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
75+ 0.66% |
$987 - $1.04K
|
11.5K
$157K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
68+ 3.82% |
$895 - $942
|
1.85K
$25.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
68New |
$895 - $942
|
68
$929
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
66New |
$869 - $915
|
66
$902
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
16+ 9.64% |
$211 - $222
|
182
$2.49K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 0.39% |
$92.1 - $97
|
1.82K
$24.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-107- 0.19% |
$1.41K - $1.48K
|
57K
$779K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-124- 0.17% |
$1.63K - $1.72K
|
71.8K
$981K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-297- 11.56% |
$3.91K - $4.12K
|
2.27K
$31K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-650- 94.89% |
$8.55K - $9.01K
|
35
$478
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-818- 2.01% |
$10.8K - $11.3K
|
39.8K
$544K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-926- 1.68% |
$12.2K - $12.8K
|
54.2K
$740K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-950- 7.28% |
$12.5K - $13.2K
|
12.1K
$165K
|
|