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 460 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
64,000
shares
|
$824,960
1.11% of portfolio
|
Q3 2023
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
63,417
shares
|
$817,445
0.64% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
60,527
shares
|
$780,193
0.01% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
60,295
shares
|
$777,202
0.69% of portfolio
|
Q4 2024
Added 37.49%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
57,428
shares
|
$740,246
0.06% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
56,708
shares
|
$730,966
0.03% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
54,586
shares
|
$703,613
0.51% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
53,722
shares
|
$692,476
0.59% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
52,015
shares
|
$670,473
0.03% of portfolio
|
Q1 2025
Added 56.33%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
50,904
shares
|
$656,152
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
50,816
shares
|
$655,018
0.01% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
49,365
shares
|
$636,314
0.01% of portfolio
|
Q4 2022
Added 161.76%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
49,098
shares
|
$632,873
0.18% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
48,526
shares
|
$625,500
0.3% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
48,292
shares
|
$622,483
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
47,731
shares
|
$615,252
0.0% of portfolio
|
Q4 2024
Reduced 29.28%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
45,535
shares
|
$586,946
0.01% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
44,962
shares
|
$579,560
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
44,538
shares
|
$574,094
0.17% of portfolio
|
Q1 2025
Added 32.22%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
44,506
shares
|
$573,682
0.01% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
44,280
shares
|
$570,769
0.55% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
43,943
shares
|
$566,425
1.14% of portfolio
|
Q3 2022
Reduced 25.69%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
43,386
shares
|
$559,245
0.16% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
42,211
shares
|
$544,099
0.23% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
41,906
shares
|
$540,168
0.06% of portfolio
|
Q4 2024
Reduced 10.55%
|