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 461 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
277,316
shares
|
$3.57 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
271,824
shares
|
$3.5 Million
0.09% of portfolio
|
Q1 2024
Added 32.48%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
259,108
shares
|
$3.34 Million
3.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
251,190
shares
|
$3.24 Million
4.1% of portfolio
|
Q3 2022
Added 13.96%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
250,900
shares
|
$3.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 30.73%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
250,748
shares
|
$3.23 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
250,576
shares
|
$3.23 Million
0.58% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
242,347
shares
|
$3.12 Million
0.02% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
239,694
shares
|
$3.09 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
215,058
shares
|
$2.77 Million
0.18% of portfolio
|
Q4 2024
Added 145.5%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
214,771
shares
|
$2.77 Million
0.48% of portfolio
|
Q4 2024
Reduced 61.47%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jan 17, 2025 Q4 2024 |
209,946
shares
|
$2.71 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
208,768
shares
|
$2.69 Million
2.4% of portfolio
|
Q2 2022
Added 11.32%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
204,009
shares
|
$2.63 Million
0.01% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
203,351
shares
|
$2.62 Million
0.07% of portfolio
|
Q4 2024
Added 609.01%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
195,798
shares
|
$2.52 Million
0.94% of portfolio
|
Q4 2024
Reduced 45.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
194,503
shares
|
$2.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 61.63%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
193,897
shares
|
$2.5 Million
2.18% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
193,400
shares
|
$2.49 Million
0.37% of portfolio
|
Q4 2024
Reduced 44.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,691
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
183,758
shares
|
$2.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
181,563
shares
|
$2.34 Million
1.26% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
181,093
shares
|
$2.33 Million
0.21% of portfolio
|
Q4 2024
Reduced 28.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
179,816
shares
|
$2.32 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
173,265
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Added 34.98%
|