Institutional Ownership Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 8.87 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
8,700
shares
|
$278,226
0.03% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
8,069
shares
|
$258,046
0.03% of portfolio
|
Q2 2023
Reduced 3.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,263
shares
|
$232,270
0.0% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,503
shares
|
$207,965
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,335
shares
|
$202,593
0.04% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
6,040
shares
|
$193,159
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,805
shares
|
$185,643
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
5,070
shares
|
$162,138
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
4,675
shares
|
$149,506
0.05% of portfolio
|
Q2 2024
Reduced 29.17%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,512
shares
|
$144,293
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,438
shares
|
$141,927
0.0% of portfolio
|
Q3 2024
Reduced 36.06%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,935
shares
|
$125,841
0.0% of portfolio
|
Q3 2022
Reduced 8.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,447
shares
|
$110,235
0.0% of portfolio
|
Q3 2024
Added 26.96%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,179
shares
|
$101,664
0.0% of portfolio
|
Q2 2024
Added 71.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3,000
shares
|
$95,940
0.0% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
2,975
shares
|
$95,140
0.06% of portfolio
|
Q4 2022
Reduced 5.79%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,951
shares
|
$62,392
0.0% of portfolio
|
Q3 2024
Added 19.4%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,775
shares
|
$56,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,680
shares
|
$53,726
0.01% of portfolio
|
Q4 2022
Reduced 61.97%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,448
shares
|
$46,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,374
shares
|
$43,940
0.01% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,371
shares
|
$43,844
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,347
shares
|
$43,077
0.0% of portfolio
|
Q2 2024
Added 3.86%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,171
shares
|
$37,448
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
686
shares
|
$21,938
0.0% of portfolio
|
Q3 2024
Added 852.78%
|