Institutional Ownership 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). We have compiled data on the 445 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $3.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
20,921
shares
|
$280,341
0.09% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
20,909
shares
|
$280,180
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
20,457
shares
|
$274,123
0.01% of portfolio
|
Q4 2024
Reduced 35.58%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
20,290
shares
|
$271,886
1.38% of portfolio
|
Q3 2023
Reduced 1.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
20,184
shares
|
$270,465
0.0% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
20,143
shares
|
$269,916
0.06% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
20,071
shares
|
$268,951
0.01% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
19,334
shares
|
$259,075
0.01% of portfolio
|
Q4 2024
Reduced 37.6%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
19,199
shares
|
$257,266
0.01% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
18,497
shares
|
$247,859
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
18,421
shares
|
$246,841
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,408
shares
|
$246,667
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
17,981
shares
|
$240,945
0.04% of portfolio
|
Q3 2024
Added 59.48%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
17,807
shares
|
$238,613
0.2% of portfolio
|
Q3 2024
Reduced 89.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
17,303
shares
|
$231,860
0.03% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
17,100
shares
|
$229,140
0.1% of portfolio
|
Q3 2024
Reduced 35.96%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
17,097
shares
|
$229,099
0.07% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
16,935
shares
|
$226,929
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
16,927
shares
|
$226,821
0.01% of portfolio
|
Q2 2024
Added 2.96%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
16,509
shares
|
$221,220
0.01% of portfolio
|
Q3 2024
Reduced 28.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
16,402
shares
|
$219,786
0.0% of portfolio
|
Q4 2024
Reduced 25.68%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,125
shares
|
$216,075
0.0% of portfolio
|
Q3 2024
Reduced 54.83%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
16,065
shares
|
$215,271
0.14% of portfolio
|
Q4 2024
Reduced 20.91%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
16,033
shares
|
$214,842
0.09% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
15,846
shares
|
$212,336
0.07% of portfolio
|
Q4 2024
New holding
|