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 440 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $3.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
10,473
shares
|
$139,395
0.02% of portfolio
|
Q3 2024
Reduced 41.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,355
shares
|
$137,825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
10,240
shares
|
$136,294
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
10,100
shares
|
$134,431
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
7,617
shares
|
$101,382
0.03% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
6,837
shares
|
$91,000
0.0% of portfolio
|
Q4 2023
Added 48.99%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,491
shares
|
$86,395
0.01% of portfolio
|
Q3 2024
Reduced 38.51%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
6,019
shares
|
$80,112
0.05% of portfolio
|
Q4 2024
Reduced 80.03%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
6,007
shares
|
$79,953
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
5,513
shares
|
$73,378
0.06% of portfolio
|
Q1 2024
Reduced 3.5%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5,258
shares
|
$69,983
0.05% of portfolio
|
Q3 2024
Reduced 54.5%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
4,949
shares
|
$65,871
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,867
shares
|
$64,779
0.0% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
4,700
shares
|
$62,557
0.05% of portfolio
|
Q2 2022
Added 123.81%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,637
shares
|
$61,718
0.01% of portfolio
|
Q3 2024
Added 80.43%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
4,535
shares
|
$60,360
0.04% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
4,489
shares
|
$59,748
0.0% of portfolio
|
Q4 2024
Added 40.77%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,397
shares
|
$58,524
0.0% of portfolio
|
Q4 2024
Reduced 15.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,138
shares
|
$55,076
0.0% of portfolio
|
Q2 2020
Added 51.92%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
3,720
shares
|
$49,513
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,620
shares
|
$48,182
0.02% of portfolio
|
Q1 2023
Added 10.2%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
3,577
shares
|
$47,609
0.02% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
3,002
shares
|
$39,956
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,759
shares
|
$36,722
0.0% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
2,612
shares
|
$34,765
0.01% of portfolio
|
Q3 2024
New holding
|