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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
112,335
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.83%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
111,073
shares
|
$1.48 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
110,549
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
107,907
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
106,206
shares
|
$1.41 Million
0.53% of portfolio
|
Q2 2023
Added 19.3%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
100,223
shares
|
$1.33 Million
0.97% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
Feb 14, 2024 Q4 2023 |
96,990
shares
|
$1.29 Million
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
96,362
shares
|
$1.28 Million
0.08% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
95,300
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
95,300
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
94,881
shares
|
$1.26 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
94,126
shares
|
$1.25 Million
0.47% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
92,549
shares
|
$1.23 Million
1.17% of portfolio
|
Q4 2024
Reduced 48.8%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
92,514
shares
|
$1.23 Million
0.16% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
91,171
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2024
Reduced 23.49%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
89,821
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 25.49%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
87,599
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
83,197
shares
|
$1.11 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
83,083
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
79,587
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Added 191.13%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
78,027
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
76,246
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 75.08%
|
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
76,122
shares
|
$1.01 Million
0.51% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
75,388
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Added 44.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
74,262
shares
|
$988,427
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|