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 428 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
270,210
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
253,188
shares
|
$3.46 Million
2.99% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
251,681
shares
|
$3.44 Million
1.44% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
251,190
shares
|
$3.43 Million
4.1% of portfolio
|
Q3 2022
Added 13.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
250,150
shares
|
$3.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 80.59%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
246,707
shares
|
$3.37 Million
0.22% of portfolio
|
Q3 2025
Added 52.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
243,568
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jan 08, 2026 Q4 2025 |
241,652
shares
|
$3.3 Million
2.25% of portfolio
|
Q4 2025
Added 8.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
230,714
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
215,580
shares
|
$2.94 Million
0.17% of portfolio
|
Q3 2025
Reduced 18.8%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
213,973
shares
|
$2.92 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
210,509
shares
|
$2.88 Million
0.39% of portfolio
|
Q3 2025
Added 35.39%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
210,460
shares
|
$2.87 Million
0.05% of portfolio
|
Q3 2025
Reduced 40.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
209,004
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.28%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
208,768
shares
|
$2.85 Million
2.4% of portfolio
|
Q2 2022
Added 11.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
197,363
shares
|
$2.7 Million
0.1% of portfolio
|
Q4 2025
Reduced 27.98%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
191,097
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
189,027
shares
|
$2.58 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,691
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
185,092
shares
|
$2.53 Million
0.05% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
180,427
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2026 Q4 2025 |
179,500
shares
|
$2.45 Million
1.65% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
178,110
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.34%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
177,088
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2025
Added 28.88%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
168,290
shares
|
$2.3 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.03%
|
|