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 427 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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
488,410
shares
|
$6.67 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
480,543
shares
|
$6.56 Million
0.54% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
474,373
shares
|
$6.48 Million
0.0% of portfolio
|
Q3 2025
Added 47.06%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
462,463
shares
|
$6.32 Million
1.25% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
458,171
shares
|
$6.26 Million
0.01% of portfolio
|
Q3 2025
Added 21.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
452,198
shares
|
$6.18 Million
0.04% of portfolio
|
Q3 2025
Reduced 28.84%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
449,008
shares
|
$6.13 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
421,463
shares
|
$5.76 Million
0.84% of portfolio
|
Q3 2025
Added 16.74%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
404,450
shares
|
$5.52 Million
0.75% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
391,970
shares
|
$5.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 45.17%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
383,998
shares
|
$5.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
383,200
shares
|
$5.23 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
378,126
shares
|
$5.17 Million
0.06% of portfolio
|
Q1 2025
Added 952.89%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
363,545
shares
|
$4.97 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
357,771
shares
|
$4.89 Million
0.26% of portfolio
|
Q3 2025
Added 71.2%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
334,062
shares
|
$4.56 Million
0.0% of portfolio
|
Q3 2025
Added 286.18%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
329,999
shares
|
$4.51 Million
1.25% of portfolio
|
Q3 2025
Added 19.81%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Oct 28, 2025 Q3 2025 |
308,388
shares
|
$4.21 Million
4.36% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
307,945
shares
|
$4.21 Million
0.81% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
300,794
shares
|
$4.11 Million
0.5% of portfolio
|
Q3 2025
Added 24.02%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
289,571
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2025
Added 18.05%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
283,600
shares
|
$3.87 Million
1.69% of portfolio
|
Q4 2022
Reduced 93.23%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
282,386
shares
|
$3.86 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
277,415
shares
|
$3.79 Million
1.22% of portfolio
|
Q2 2025
Added 30.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
274,051
shares
|
$3.74 Million
0.14% of portfolio
|
Q3 2025
Added 3.86%
|
|