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 |
|---|---|---|---|---|---|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
381
shares
|
$5,021
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
356
shares
|
$4,692
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
323
shares
|
$4,257
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
322
shares
|
$4,243
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
309
shares
|
$4,072
0.0% of portfolio
|
Q3 2024
Reduced 92.85%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
308
shares
|
$4,059
0.0% of portfolio
|
Q4 2023
Added 2269.23%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
300
shares
|
$3,954
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
271
shares
|
$3,571
0.0% of portfolio
|
Q1 2024
Reduced 31.22%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
224
shares
|
$2,952
0.0% of portfolio
|
Q4 2023
Added 1623.08%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
216
shares
|
$2,846
0.0% of portfolio
|
Q3 2024
Reduced 65.61%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
210
shares
|
$2,767
0.0% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
200
shares
|
$2,636
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
191
shares
|
$2,517
0.0% of portfolio
|
Q1 2024
Reduced 62.25%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
180
shares
|
$2,372
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
143
shares
|
$1,884
0.0% of portfolio
|
Q2 2024
Reduced 26.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
127
shares
|
$1,673
0.0% of portfolio
|
Q1 2024
Reduced 80.28%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
112
shares
|
$1,476
0.0% of portfolio
|
Q3 2024
Reduced 58.82%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$1,318
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
98
shares
|
$1,291
0.0% of portfolio
|
Q3 2024
Reduced 99.59%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
75
shares
|
$988
0.0% of portfolio
|
Q2 2023
Reduced 44.85%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
71
shares
|
$935
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
66
shares
|
$869
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
61
shares
|
$803
0.0% of portfolio
|
Q4 2019
Reduced 18.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$659
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
46
shares
|
$606
0.0% of portfolio
|
Q2 2024
Added 17.95%
|