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 |
|---|---|---|---|---|---|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
34,653
shares
|
$457,766
0.69% of portfolio
|
Q3 2022
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
34,605
shares
|
$457,132
0.0% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
34,072
shares
|
$450,091
0.03% of portfolio
|
Q2 2025
Added 23.66%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
33,923
shares
|
$448,122
0.85% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
33,522
shares
|
$442,825
0.07% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
32,965
shares
|
$435,467
0.1% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
32,803
shares
|
$433,327
0.02% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
32,492
shares
|
$429,219
0.0% of portfolio
|
Q2 2025
Added 85.59%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
32,227
shares
|
$425,718
0.02% of portfolio
|
Q2 2025
Reduced 65.1%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
32,047
shares
|
$423,340
0.04% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
32,000
shares
|
$422,720
0.01% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
31,721
shares
|
$419,034
0.0% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
31,573
shares
|
$417,079
0.03% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
31,110
shares
|
$410,963
0.11% of portfolio
|
Q2 2025
Reduced 55.2%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
30,900
shares
|
$408,189
0.01% of portfolio
|
Q3 2025
Reduced 26.76%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
30,750
shares
|
$406,207
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Innealta Capital, LLC
Austin, TX |
Aug 06, 2025 Q2 2025 |
30,549
shares
|
$403,552
0.22% of portfolio
|
Q2 2025
Reduced 68.15%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
30,420
shares
|
$401,848
0.11% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
30,123
shares
|
$397,924
0.25% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
29,590
shares
|
$390,883
0.33% of portfolio
|
Q2 2025
Added 2991.95%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
29,476
shares
|
$389,377
0.01% of portfolio
|
Q3 2025
Added 27.09%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
29,161
shares
|
$385,216
0.01% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
28,781
shares
|
$380,197
0.04% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
28,216
shares
|
$372,733
0.16% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Aug 13, 2025 Q2 2025 |
27,574
shares
|
$364,252
0.21% of portfolio
|
Q2 2025
Added 48.99%
|