Institutional Ownership Invesco Fd Tr (PDN)
Currently, there are no institutions holding Invesco Fd Tr (PDN). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,546
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2022
Added 1.56%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
22,213
shares
|
$914,953
0.0% of portfolio
|
Q3 2025
Reduced 79.05%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
21,784
shares
|
$897,282
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
21,474
shares
|
$884,514
0.08% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
21,342
shares
|
$879,076
0.04% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
18,096
shares
|
$745,374
0.0% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
17,399
shares
|
$716,664
0.46% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
17,218
shares
|
$709,209
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
17,094
shares
|
$704,101
0.0% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
16,881
shares
|
$695,328
0.04% of portfolio
|
Q1 2022
Added 35.3%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
16,278
shares
|
$670,490
0.02% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15,682
shares
|
$645,941
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
15,199
shares
|
$626,046
0.04% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
14,781
shares
|
$608,829
0.0% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
14,142
shares
|
$582,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
14,015
shares
|
$577,277
0.0% of portfolio
|
Q3 2025
Reduced 16.56%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,373
shares
|
$550,833
0.0% of portfolio
|
Q3 2025
Added 14.39%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
12,278
shares
|
$505,730
0.17% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
11,479
shares
|
$472,820
0.02% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
11,296
shares
|
$465,282
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
10,855
shares
|
$447,117
0.34% of portfolio
|
Q3 2025
Reduced 17.07%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
9,506
shares
|
$391,552
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
9,228
shares
|
$380,101
0.23% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
8,555
shares
|
$352,380
0.02% of portfolio
|
Q4 2025
Reduced 2.34%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
8,250
shares
|
$339,817
0.22% of portfolio
|
Q3 2025
New holding
|
|