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 455 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 $3.73 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
172,533
shares
|
$2.3 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
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
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
159,109
shares
|
$2.12 Million
0.38% of portfolio
|
Q4 2024
Added 33.84%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
148,787
shares
|
$1.98 Million
0.12% of portfolio
|
Q4 2024
Added 54.4%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
148,457
shares
|
$1.98 Million
0.23% of portfolio
|
Q2 2023
Added 17.54%
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
146,392
shares
|
$1.95 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
145,766
shares
|
$1.94 Million
0.07% of portfolio
|
Q4 2024
Added 10.19%
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
145,540
shares
|
$1.94 Million
0.1% of portfolio
|
Q4 2024
Added 1012.35%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
145,389
shares
|
$1.94 Million
0.07% of portfolio
|
Q4 2024
Added 1.27%
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
142,603
shares
|
$1.9 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
139,231
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2024
Added 6.97%
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
132,597
shares
|
$1.76 Million
0.01% of portfolio
|
Q4 2024
Added 16.79%
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
132,593
shares
|
$1.76 Million
0.36% of portfolio
|
Q4 2024
Added 5.35%
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
132,391
shares
|
$1.76 Million
0.14% of portfolio
|
Q4 2024
Added 6.41%
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
131,178
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Added 9.91%
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
129,660
shares
|
$1.73 Million
0.02% of portfolio
|
Q4 2024
Added 0.6%
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
129,455
shares
|
$1.72 Million
0.11% of portfolio
|
Q4 2024
Added 35.84%
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
128,771
shares
|
$1.71 Million
1.03% of portfolio
|
Q4 2024
Added 0.41%
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
128,330
shares
|
$1.71 Million
0.01% of portfolio
|
Q4 2024
Added 13.11%
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
128,129
shares
|
$1.71 Million
0.23% of portfolio
|
Q4 2024
Reduced 62.69%
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
127,257
shares
|
$1.69 Million
0.02% of portfolio
|
Q4 2024
Added 13.28%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,330
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 92.89%
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
126,177
shares
|
$1.68 Million
1.07% of portfolio
|
Q4 2024
Reduced 28.31%
|