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 444 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
61
shares
|
$817
0.0% of portfolio
|
Q4 2019
Reduced 18.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$670
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
48
shares
|
$643
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
46
shares
|
$616
0.0% of portfolio
|
Q1 2025
Reduced 87.93%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
45
shares
|
$603
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
32
shares
|
$428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
30
shares
|
$402
0.0% of portfolio
|
Q1 2025
Reduced 95.0%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
25
shares
|
$335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
13
shares
|
$174
0.0% of portfolio
|
Q1 2025
Reduced 99.92%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
10
shares
|
$134
0.0% of portfolio
|
Q1 2024
Reduced 95.78%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
10
shares
|
$134
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
7
shares
|
$93
0.0% of portfolio
|
Q4 2024
Reduced 97.42%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1
shares
|
$13
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|