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 452 institutions that hold shares in the stock, with a total of 318 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
18,323
shares
|
$229,770
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
18,142
shares
|
$227,500
0.0% of portfolio
|
Q1 2025
Reduced 91.11%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
17,990
shares
|
$225,594
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
17,788
shares
|
$223,061
0.01% of portfolio
|
Q1 2025
Reduced 36.77%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
17,730
shares
|
$222,334
0.0% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
17,507
shares
|
$219,537
0.0% of portfolio
|
Q1 2025
Reduced 57.77%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
17,373
shares
|
$217,857
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
17,111
shares
|
$214,571
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
16,951
shares
|
$212,565
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
16,841
shares
|
$211,186
0.0% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
16,528
shares
|
$207,261
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
16,525
shares
|
$207,223
0.25% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
16,488
shares
|
$206,759
0.07% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
16,145
shares
|
$202,458
0.01% of portfolio
|
Q1 2025
Reduced 88.91%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
16,065
shares
|
$201,455
0.15% of portfolio
|
Q4 2024
Reduced 20.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
15,928
shares
|
$199,737
0.02% of portfolio
|
Q1 2025
Added 30.88%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
15,890
shares
|
$199,260
0.55% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
15,810
shares
|
$198,257
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
15,782
shares
|
$197,906
9.62% of portfolio
|
Q4 2023
Reduced 89.42%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
15,670
shares
|
$196,501
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
15,611
shares
|
$195,761
0.0% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
15,574
shares
|
$195,297
0.05% of portfolio
|
Q3 2022
Reduced 12.78%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
15,500
shares
|
$194,370
0.01% of portfolio
|
Q1 2025
Reduced 19.27%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
15,350
shares
|
$192,489
0.01% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
15,078
shares
|
$189,078
0.0% of portfolio
|
Q1 2025
Added 7.09%
|