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 |
---|---|---|---|---|---|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
583
shares
|
$7,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
581
shares
|
$7,785
0.0% of portfolio
|
Q3 2024
Reduced 71.44%
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
568
shares
|
$7,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
538
shares
|
$7,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
523
shares
|
$7,008
0.0% of portfolio
|
Q4 2024
Added 5.02%
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
430
shares
|
$5,762
0.0% of portfolio
|
Q3 2024
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
402
shares
|
$5,386
0.0% of portfolio
|
Q3 2024
Reduced 86.14%
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
381
shares
|
$5,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
356
shares
|
$4,770
0.0% of portfolio
|
Q2 2021
New holding
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
323
shares
|
$4,328
0.0% of portfolio
|
Q3 2022
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
322
shares
|
$4,314
0.0% of portfolio
|
Q3 2024
New holding
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
309
shares
|
$4,140
0.0% of portfolio
|
Q3 2024
Reduced 92.85%
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
308
shares
|
$4,127
0.0% of portfolio
|
Q4 2023
Added 2269.23%
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
300
shares
|
$4,020
0.0% of portfolio
|
Q3 2023
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
271
shares
|
$3,631
0.0% of portfolio
|
Q1 2024
Reduced 31.22%
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
224
shares
|
$3,001
0.0% of portfolio
|
Q4 2023
Added 1623.08%
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
220
shares
|
$2,948
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
200
shares
|
$2,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
191
shares
|
$2,559
0.0% of portfolio
|
Q1 2024
Reduced 62.25%
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
189
shares
|
$2,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
180
shares
|
$2,412
0.0% of portfolio
|
Q1 2024
New holding
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
154
shares
|
$2,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
143
shares
|
$1,916
0.0% of portfolio
|
Q2 2024
Reduced 26.29%
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
112
shares
|
$1,500
0.0% of portfolio
|
Q3 2024
Reduced 58.82%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
108
shares
|
$1,447
0.0% of portfolio
|
Q4 2024
New holding
|