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 426 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
166
shares
|
$2,267
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
160
shares
|
$2,185
0.0% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
146
shares
|
$1,994
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
143
shares
|
$1,953
0.0% of portfolio
|
Q2 2024
Reduced 26.29%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
112
shares
|
$1,529
0.0% of portfolio
|
Q3 2024
Reduced 58.82%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$1,366
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
81
shares
|
$1,106
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
79
shares
|
$1,079
0.0% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
62
shares
|
$846
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
61
shares
|
$833
0.0% of portfolio
|
Q4 2019
Reduced 18.67%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
58
shares
|
$792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$683
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
48
shares
|
$655
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
45
shares
|
$614
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
25
shares
|
$341
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
22
shares
|
$300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
13
shares
|
$177
0.0% of portfolio
|
Q3 2025
Reduced 99.92%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
10
shares
|
$136
0.0% of portfolio
|
Q1 2024
Reduced 95.78%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
10
shares
|
$136
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
7
shares
|
$95
0.0% of portfolio
|
Q4 2024
Reduced 97.42%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
5
shares
|
$68
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1
shares
|
$13
0.0% of portfolio
|
Q3 2025
Reduced 99.6%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1
shares
|
$13
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|