Latest Institutional Transactions on Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information on the latest institutional transactions involving Invesco Act Mge Et Cmdt Fd Tr (PDBC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.67K- 17.1% |
$34.8K - $37.3K
|
12.9K
$167K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-525- 3.95% |
$6.85K - $7.33K
|
12.8K
$164K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
14.5KNew |
$189K - $203K
|
14.5K
$187K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.29K- 3.83% |
$16.9K - $18.1K
|
32.5K
$419K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.2KNew |
$133K - $142K
|
10.2K
$131K
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.53K- 0.35% |
$19.9K - $21.3K
|
434K
$5.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
250New |
$3.26K - $3.49K
|
250
$3.22K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.4K+ 4.01% |
$579K - $620K
|
1.15M
$14.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.06K+ 5.93% |
$39.9K - $42.7K
|
54.6K
$704K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.69K+ 188.22% |
$22.1K - $23.7K
|
2.59K
$33.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-6.75K- 4.73% |
$88.1K - $94.3K
|
136K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
90New |
$1.17K - $1.26K
|
90
$1.16K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3+ 0.02% |
$39.2 - $41.9
|
16.5K
$213K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
113K+ 246.8% |
$1.47M - $1.57M
|
158K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
970New |
$12.7K - $13.6K
|
970
$12.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.16K- 5.87% |
$28.2K - $30.2K
|
34.6K
$446K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-20.6K- 2.61% |
$269K - $288K
|
770K
$9.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-926- 46.67% |
$12.1K - $12.9K
|
1.06K
$13.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
18.7K+ 83.34% |
$244K - $261K
|
41.2K
$531K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
12.8KNew |
$167K - $179K
|
12.8K
$165K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.98K- 3.02% |
$25.8K - $27.6K
|
63.4K
$817K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-35.3K- 92.21% |
$461K - $493K
|
2.99K
$38.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
17.4KNew |
$227K - $243K
|
17.4K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-72K- 3.73% |
$939K - $1.01M
|
1.86M
$23.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
650+ 0.41% |
$8.48K - $9.08K
|
161K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.61K- 1.97% |
$34K - $36.4K
|
130K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
704KNew |
$9.18M - $9.83M
|
704K
$9.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
72.5K+ 342.09% |
$946K - $1.01M
|
93.7K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-11.6K- 52.84% |
$151K - $162K
|
10.3K
$133K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.3KNew |
$239K - $256K
|
18.3K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.32K+ 7.85% |
$30.3K - $32.4K
|
31.9K
$411K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.14K+ 2.7% |
$14.9K - $15.9K
|
43.4K
$559K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.15K+ 0.32% |
$15K - $16K
|
363K
$4.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
47.2K+ 87.17% |
$616K - $659K
|
101K
$1.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
48.3KNew |
$630K - $675K
|
48.3K
$622K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-840- 0.65% |
$11K - $11.7K
|
127K
$1.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 0.1% |
$13.1 - $14
|
957
$12.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.76K+ 7.16% |
$22.9K - $24.5K
|
26.3K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-93- 0.44% |
$1.21K - $1.3K
|
21K
$270K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-540- 4.12% |
$7.05K - $7.54K
|
12.6K
$162K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.6K+ 0.98% |
$830K - $888K
|
6.57M
$84.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
141KNew |
$1.84M - $1.97M
|
141K
$1.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
33.2K+ 4.83% |
$434K - $464K
|
721K
$9.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
2.07K+ 1.08% |
$27K - $28.9K
|
194K
$2.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.1K+ 48.34% |
$393K - $420K
|
92.3K
$1.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
13+ 22.81% |
$170 - $182
|
70
$902
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4K+ 3.11% |
$52.2K - $55.9K
|
133K
$1.71M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
34.6K+ 37.37% |
$451K - $483K
|
127K
$1.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
104K+ 11.83% |
$1.36M - $1.45M
|
983K
$12.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.21K+ 103.77% |
$15.8K - $16.9K
|
2.38K
$30.7K
|