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 430 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $4.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
214
shares
|
$2,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
209
shares
|
$2,760
0.0% of portfolio
|
Q1 2025
Reduced 46.55%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
200
shares
|
$2,642
0.0% of portfolio
|
Q3 2025
Reduced 83.59%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
166
shares
|
$2,192
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
160
shares
|
$2,113
0.0% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
146
shares
|
$1,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
143
shares
|
$1,889
0.0% of portfolio
|
Q2 2024
Reduced 26.29%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
130
shares
|
$1,717
0.0% of portfolio
|
Q2 2025
Reduced 87.71%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
112
shares
|
$1,479
0.0% of portfolio
|
Q3 2024
Reduced 58.82%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$1,321
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
84
shares
|
$1,109
0.0% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
83
shares
|
$1,096
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
79
shares
|
$1,043
0.0% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
62
shares
|
$819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
61
shares
|
$805
0.0% of portfolio
|
Q4 2019
Reduced 18.67%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
58
shares
|
$766
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$660
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
48
shares
|
$634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
45
shares
|
$594
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
33
shares
|
$435
0.0% of portfolio
|
Q2 2025
Reduced 63.33%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
25
shares
|
$330
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
22
shares
|
$290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
10
shares
|
$132
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
10
shares
|
$132
0.0% of portfolio
|
Q1 2024
Reduced 95.78%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
7
shares
|
$92
0.0% of portfolio
|
Q4 2024
Reduced 97.42%
|