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 452 institutions that hold shares in the stock, with a total of 318 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
271,027
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2025
Added 47.49%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
267,736
shares
|
$3.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 28.16%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
267,038
shares
|
$3.35 Million
0.67% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
260,337
shares
|
$3.26 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
256,276
shares
|
$3.21 Million
3.25% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
251,190
shares
|
$3.15 Million
4.1% of portfolio
|
Q3 2022
Added 13.96%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
245,168
shares
|
$3.07 Million
0.27% of portfolio
|
Q1 2025
Added 35.38%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
244,425
shares
|
$3.07 Million
1.69% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
243,833
shares
|
$3.06 Million
0.09% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
242,347
shares
|
$3.04 Million
0.02% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
241,011
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2025
Added 23.91%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
239,694
shares
|
$3.01 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
232,100
shares
|
$2.91 Million
0.01% of portfolio
|
Q1 2025
Added 91.72%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
213,818
shares
|
$2.68 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Apr 23, 2025 Q1 2025 |
212,384
shares
|
$2.66 Million
1.27% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
208,768
shares
|
$2.62 Million
2.4% of portfolio
|
Q2 2022
Added 11.32%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
204,601
shares
|
$2.57 Million
0.03% of portfolio
|
Q1 2025
Added 359.72%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
199,585
shares
|
$2.5 Million
0.99% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
193,897
shares
|
$2.43 Million
2.18% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
191,763
shares
|
$2.4 Million
2.38% of portfolio
|
Q1 2025
Added 91.34%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
190,139
shares
|
$2.38 Million
1.46% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
188,419
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 65.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,691
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
181,734
shares
|
$2.28 Million
0.36% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
181,597
shares
|
$2.28 Million
0.11% of portfolio
|
Q1 2025
Added 45.3%
|