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 430 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 $4.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
83,842
shares
|
$1.11 Million
0.52% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
81,765
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
81,628
shares
|
$1.08 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
78,414
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
78,241
shares
|
$1.03 Million
0.83% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
75,567
shares
|
$998,240
0.05% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
71,936
shares
|
$950,274
0.08% of portfolio
|
Q3 2025
Added 497.62%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
71,585
shares
|
$945,637
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
71,525
shares
|
$944,845
0.0% of portfolio
|
Q3 2022
Reduced 31.88%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
70,469
shares
|
$930,895
0.11% of portfolio
|
Q3 2025
Added 53.55%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
69,445
shares
|
$917,368
0.08% of portfolio
|
Q3 2025
Reduced 81.21%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
68,781
shares
|
$908,597
0.26% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
66,436
shares
|
$877,619
0.06% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
64,886
shares
|
$857,144
0.27% of portfolio
|
Q3 2025
Added 46.04%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
64,000
shares
|
$845,440
1.11% of portfolio
|
Q3 2023
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
63,710
shares
|
$841,609
0.01% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
63,431
shares
|
$837,923
0.0% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
62,676
shares
|
$827,949
0.1% of portfolio
|
Q2 2025
Reduced 32.11%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
61,496
shares
|
$812,362
0.0% of portfolio
|
Q2 2025
Added 238.97%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
59,882
shares
|
$791,041
0.0% of portfolio
|
Q2 2025
Reduced 18.65%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
57,708
shares
|
$762,322
0.61% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
57,105
shares
|
$754,357
0.13% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
57,099
shares
|
$754,277
0.46% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
55,084
shares
|
$727,659
0.1% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
53,663
shares
|
$708,888
0.17% of portfolio
|
Q3 2025
Reduced 1.57%
|