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 461 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
22,350
shares
|
$288,091
0.21% of portfolio
|
Q1 2025
Added 22706.12%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
22,066
shares
|
$284,430
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
21,986
shares
|
$283,399
0.01% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
21,344
shares
|
$275,124
0.31% of portfolio
|
Q2 2022
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
20,967
shares
|
$270,264
0.11% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
20,921
shares
|
$269,671
0.09% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
20,500
shares
|
$264,245
0.0% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
20,457
shares
|
$263,690
0.01% of portfolio
|
Q4 2024
Reduced 35.58%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
20,367
shares
|
$262,530
0.06% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
20,290
shares
|
$261,538
1.38% of portfolio
|
Q3 2023
Reduced 1.37%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
19,682
shares
|
$253,700
0.23% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
19,334
shares
|
$249,215
0.01% of portfolio
|
Q4 2024
Reduced 37.6%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
19,262
shares
|
$248,287
0.12% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
19,199
shares
|
$247,475
0.01% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,673
shares
|
$240,694
0.0% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
18,457
shares
|
$237,910
0.03% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
18,323
shares
|
$236,183
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
17,990
shares
|
$231,891
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
17,373
shares
|
$223,937
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
17,100
shares
|
$220,419
0.1% of portfolio
|
Q3 2024
Reduced 35.96%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
17,097
shares
|
$220,380
0.07% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
17,053
shares
|
$219,813
0.02% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
16,942
shares
|
$218,382
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
16,935
shares
|
$218,292
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
16,891
shares
|
$217,724
0.0% of portfolio
|
Q4 2024
Reduced 49.09%
|