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 438 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 $4.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
283,600
shares
|
$3.77 Million
1.69% of portfolio
|
Q4 2022
Reduced 93.23%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
277,415
shares
|
$3.69 Million
1.22% of portfolio
|
Q2 2025
Added 30.62%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
275,435
shares
|
$3.67 Million
1.22% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
271,824
shares
|
$3.62 Million
0.09% of portfolio
|
Q1 2024
Added 32.48%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
265,478
shares
|
$3.53 Million
0.21% of portfolio
|
Q2 2025
Reduced 41.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
263,875
shares
|
$3.51 Million
0.14% of portfolio
|
Q2 2025
Added 45.31%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
257,178
shares
|
$3.42 Million
3.09% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
255,157
shares
|
$3.4 Million
1.85% of portfolio
|
Q2 2025
Added 106.07%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
252,375
shares
|
$3.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
251,190
shares
|
$3.34 Million
4.1% of portfolio
|
Q3 2022
Added 13.96%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
247,055
shares
|
$3.29 Million
1.47% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
245,296
shares
|
$3.26 Million
0.0% of portfolio
|
Q2 2025
Added 73.87%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
242,535
shares
|
$3.23 Million
0.28% of portfolio
|
Q2 2025
Reduced 70.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
242,347
shares
|
$3.23 Million
0.02% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
241,011
shares
|
$3.21 Million
0.0% of portfolio
|
Q1 2025
Added 23.91%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
237,811
shares
|
$3.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 72.36%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
233,506
shares
|
$3.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
231,314
shares
|
$3.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
221,771
shares
|
$2.95 Million
0.16% of portfolio
|
Q2 2025
Reduced 41.85%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
220,654
shares
|
$2.94 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
215,900
shares
|
$2.87 Million
0.0% of portfolio
|
Q2 2025
Added 838.7%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
214,351
shares
|
$2.85 Million
0.03% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
209,396
shares
|
$2.79 Million
2.11% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
209,202
shares
|
$2.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.81%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
208,973
shares
|
$2.78 Million
0.2% of portfolio
|
Q2 2025
Reduced 14.76%
|