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 |
|---|---|---|---|---|---|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
272,191
shares
|
$3.72 Million
1.97% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
271,824
shares
|
$3.71 Million
0.09% of portfolio
|
Q1 2024
Added 32.48%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
270,210
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
253,188
shares
|
$3.46 Million
2.99% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
251,681
shares
|
$3.44 Million
1.44% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
251,190
shares
|
$3.43 Million
4.1% of portfolio
|
Q3 2022
Added 13.96%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
246,707
shares
|
$3.37 Million
0.22% of portfolio
|
Q3 2025
Added 52.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
243,568
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
242,347
shares
|
$3.31 Million
0.02% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
230,714
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Oct 16, 2025 Q3 2025 |
222,348
shares
|
$3.04 Million
2.14% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
215,580
shares
|
$2.94 Million
0.17% of portfolio
|
Q3 2025
Reduced 18.8%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
213,973
shares
|
$2.92 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
210,509
shares
|
$2.88 Million
0.39% of portfolio
|
Q3 2025
Added 35.39%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
210,460
shares
|
$2.87 Million
0.05% of portfolio
|
Q3 2025
Reduced 40.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
209,004
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.28%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
208,768
shares
|
$2.85 Million
2.4% of portfolio
|
Q2 2022
Added 11.32%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
191,097
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
189,027
shares
|
$2.58 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,691
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
185,092
shares
|
$2.53 Million
0.05% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
180,427
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Oct 15, 2025 Q3 2025 |
179,151
shares
|
$2.45 Million
1.75% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
178,110
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.34%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
177,088
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2025
Added 28.88%
|
|