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 |
|---|---|---|---|---|---|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
283,374
shares
|
$3.77 Million
1.04% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
277,295
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
276,762
shares
|
$3.68 Million
0.7% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
271,824
shares
|
$3.62 Million
0.09% of portfolio
|
Q1 2024
Added 32.48%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
259,108
shares
|
$3.45 Million
3.07% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
251,819
shares
|
$3.35 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
251,785
shares
|
$3.35 Million
0.38% of portfolio
|
Q3 2024
Added 30.97%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
251,190
shares
|
$3.34 Million
4.1% of portfolio
|
Q3 2022
Added 13.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
242,347
shares
|
$3.23 Million
0.02% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
220,580
shares
|
$2.94 Million
0.01% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
214,771
shares
|
$2.86 Million
0.48% of portfolio
|
Q4 2024
Reduced 61.47%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jan 17, 2025 Q4 2024 |
209,946
shares
|
$2.79 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
208,768
shares
|
$2.78 Million
2.4% of portfolio
|
Q2 2022
Added 11.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
198,239
shares
|
$2.64 Million
0.13% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
195,798
shares
|
$2.61 Million
0.94% of portfolio
|
Q4 2024
Reduced 45.51%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
191,827
shares
|
$2.55 Million
2.07% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
189,981
shares
|
$2.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
187,964
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,691
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
181,563
shares
|
$2.42 Million
1.26% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
180,893
shares
|
$2.41 Million
0.09% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
171,790
shares
|
$2.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 81.02%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
167,624
shares
|
$2.23 Million
0.19% of portfolio
|
Q4 2024
Added 204.77%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
160,021
shares
|
$2.13 Million
0.07% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
159,212
shares
|
$2.12 Million
1.44% of portfolio
|
Q4 2024
New holding
|