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 |
|---|---|---|---|---|---|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
50,816
shares
|
$694,146
0.01% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
50,491
shares
|
$689,707
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
50,059
shares
|
$683,805
0.04% of portfolio
|
Q3 2025
Added 114.1%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
48,760
shares
|
$666,061
0.0% of portfolio
|
Q2 2025
Reduced 36.86%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
47,267
shares
|
$645,667
0.04% of portfolio
|
Q3 2025
Added 38.73%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
45,565
shares
|
$622,417
0.33% of portfolio
|
Q3 2025
Reduced 57.45%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
44,280
shares
|
$604,864
0.55% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
44,034
shares
|
$601,504
0.04% of portfolio
|
Q3 2025
Reduced 36.74%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
43,943
shares
|
$600,261
1.14% of portfolio
|
Q3 2022
Reduced 25.69%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
43,563
shares
|
$595,070
0.1% of portfolio
|
Q3 2025
Reduced 92.77%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
43,552
shares
|
$594,920
0.14% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
42,579
shares
|
$581,629
0.38% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
41,971
shares
|
$573,323
0.2% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
41,734
shares
|
$570,086
0.2% of portfolio
|
Q3 2025
Added 2020.63%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
40,981
shares
|
$559,800
0.08% of portfolio
|
Q3 2024
Added 159.36%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
40,618
shares
|
$554,841
0.12% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
40,000
shares
|
$546,400
0.05% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
39,978
shares
|
$546,099
0.01% of portfolio
|
Q3 2025
Added 49.38%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
39,447
shares
|
$538,846
0.06% of portfolio
|
Q3 2025
Reduced 18.81%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
38,596
shares
|
$527,221
0.1% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
36,687
shares
|
$501,144
0.04% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
36,536
shares
|
$499,081
0.13% of portfolio
|
Q2 2024
Reduced 91.44%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
35,193
shares
|
$480,736
0.02% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
35,075
shares
|
$479,124
0.0% of portfolio
|
Q2 2025
Added 48.78%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
35,034
shares
|
$478,564
0.0% of portfolio
|
Q3 2025
Added 1.24%
|
|