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 425 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
633
shares
|
$8,646
0.0% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
618
shares
|
$8,441
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
614
shares
|
$8,387
0.0% of portfolio
|
Q3 2025
Added 17.4%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
550
shares
|
$7,513
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
542
shares
|
$7,403
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
489
shares
|
$6,679
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
438
shares
|
$5,983
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
418
shares
|
$5,709
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
410
shares
|
$5,600
0.0% of portfolio
|
Q1 2025
Reduced 59.2%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
403
shares
|
$5,504
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
403
shares
|
$5,504
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
390
shares
|
$5,327
0.0% of portfolio
|
Q3 2025
Reduced 50.82%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
350
shares
|
$4,781
0.0% of portfolio
|
Q2 2025
Reduced 97.72%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
332
shares
|
$4,535
0.0% of portfolio
|
Q2 2025
Reduced 37.24%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
323
shares
|
$4,412
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
323
shares
|
$4,412
0.0% of portfolio
|
Q3 2025
Reduced 94.61%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
318
shares
|
$4,343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
312
shares
|
$4,261
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
308
shares
|
$4,207
0.0% of portfolio
|
Q4 2023
Added 2269.23%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
300
shares
|
$4,098
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
280
shares
|
$3,824
0.0% of portfolio
|
Q1 2025
Reduced 72.3%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
224
shares
|
$3,059
0.0% of portfolio
|
Q2 2025
Reduced 70.8%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
224
shares
|
$3,059
0.0% of portfolio
|
Q4 2023
Added 1623.08%
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
213
shares
|
$2,909
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
200
shares
|
$2,732
0.0% of portfolio
|
Q3 2025
Reduced 83.59%
|
|