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 |
|---|---|---|---|---|---|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
34,653
shares
|
$473,359
0.69% of portfolio
|
Q3 2022
New holding
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
34,181
shares
|
$466,912
0.78% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
33,522
shares
|
$457,910
0.07% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
32,965
shares
|
$450,301
0.1% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
32,803
shares
|
$448,088
0.02% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
32,341
shares
|
$441,778
0.03% of portfolio
|
Q3 2025
Reduced 9.1%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
32,301
shares
|
$441,231
0.01% of portfolio
|
Q3 2025
Reduced 11.95%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
32,000
shares
|
$437,120
0.01% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
31,573
shares
|
$431,287
0.03% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
31,507
shares
|
$430,385
0.0% of portfolio
|
Q3 2025
Reduced 71.58%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
31,041
shares
|
$424,020
0.22% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
30,900
shares
|
$422,094
0.01% of portfolio
|
Q3 2025
Reduced 26.76%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
29,975
shares
|
$409,458
0.24% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
29,590
shares
|
$404,199
0.33% of portfolio
|
Q2 2025
Added 2991.95%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
29,476
shares
|
$402,642
0.01% of portfolio
|
Q3 2025
Added 27.09%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
28,896
shares
|
$394,719
0.07% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
28,781
shares
|
$393,148
0.04% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
28,674
shares
|
$391,686
0.01% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
28,216
shares
|
$385,430
0.16% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Nov 13, 2025 Q3 2025 |
27,796
shares
|
$379,693
0.17% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
27,170
shares
|
$371,142
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
26,527
shares
|
$362,358
0.09% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
26,447
shares
|
$361,266
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
26,236
shares
|
$358,383
0.0% of portfolio
|
Q3 2025
Reduced 17.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,806
shares
|
$352,509
0.01% of portfolio
|
Q2 2024
Added 2.19%
|
|