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 433 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
21,344
shares
|
$281,313
0.31% of portfolio
|
Q2 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
21,300
shares
|
$280,734
0.01% of portfolio
|
Q3 2024
Added 60.89%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
20,347
shares
|
$268,173
0.06% of portfolio
|
Q1 2024
Reduced 13.07%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
20,312
shares
|
$267,712
0.18% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
20,290
shares
|
$267,422
1.38% of portfolio
|
Q3 2023
Reduced 1.37%
|
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
20,196
shares
|
$266,183
0.08% of portfolio
|
Q1 2024
Added 6.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
20,184
shares
|
$266,025
0.0% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,163
shares
|
$265,748
0.01% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
20,143
shares
|
$265,484
0.06% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
20,071
shares
|
$264,535
0.01% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
19,634
shares
|
$258,776
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
19,000
shares
|
$250,420
0.08% of portfolio
|
Q2 2024
Reduced 8.61%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
18,990
shares
|
$250,288
0.02% of portfolio
|
Q3 2024
Added 16.39%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
18,497
shares
|
$243,790
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,408
shares
|
$242,617
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
17,981
shares
|
$236,989
0.04% of portfolio
|
Q3 2024
Added 59.48%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
17,807
shares
|
$234,696
0.2% of portfolio
|
Q3 2024
Reduced 89.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
17,632
shares
|
$232,389
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
17,278
shares
|
$227,724
0.08% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
17,100
shares
|
$225,378
0.1% of portfolio
|
Q3 2024
Reduced 35.96%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
16,979
shares
|
$223,783
0.01% of portfolio
|
Q3 2024
Added 51.71%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
16,927
shares
|
$223,097
0.01% of portfolio
|
Q2 2024
Added 2.96%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
16,509
shares
|
$217,588
0.01% of portfolio
|
Q3 2024
Reduced 28.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,125
shares
|
$212,527
0.0% of portfolio
|
Q3 2024
Reduced 54.83%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
16,068
shares
|
$211,776
0.0% of portfolio
|
Q2 2024
Added 25.01%
|