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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
76,246
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2024
Reduced 75.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
75,388
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 44.67%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
71,729
shares
|
$961,168
0.01% of portfolio
|
Q3 2024
Added 41.35%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
71,525
shares
|
$958,435
0.0% of portfolio
|
Q3 2022
Reduced 31.88%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
69,907
shares
|
$936,753
0.14% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
69,290
shares
|
$928,486
0.08% of portfolio
|
Q4 2024
Reduced 59.43%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
67,518
shares
|
$904,741
0.28% of portfolio
|
Q4 2024
Added 26.95%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
67,491
shares
|
$904,379
0.0% of portfolio
|
Q3 2024
Added 47.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
66,152
shares
|
$886,436
0.0% of portfolio
|
Q3 2024
Reduced 90.46%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
65,635
shares
|
$879,509
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
65,393
shares
|
$876,266
0.76% of portfolio
|
Q4 2024
Added 20.72%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
65,179
shares
|
$873,398
0.01% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
64,000
shares
|
$857,600
1.11% of portfolio
|
Q3 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
62,249
shares
|
$834,136
0.02% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
62,149
shares
|
$832,796
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
60,527
shares
|
$811,061
0.01% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
60,295
shares
|
$807,953
0.69% of portfolio
|
Q4 2024
Added 37.49%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
57,428
shares
|
$769,535
0.06% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
56,708
shares
|
$759,887
0.03% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
54,142
shares
|
$725,502
0.17% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
53,722
shares
|
$719,874
0.59% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
53,293
shares
|
$714,126
0.01% of portfolio
|
Q3 2024
Added 68.58%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
51,531
shares
|
$690,515
0.46% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
50,904
shares
|
$682,113
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
50,816
shares
|
$680,934
0.01% of portfolio
|
Q3 2024
Added 1.62%
|