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 118 institutions that hold shares in the stock, with a total of 5.04 Million shares, which have been reported (via 13F filing form) to have a value of $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
211
shares
|
$8,691
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
206
shares
|
$8,485
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
201
shares
|
$8,279
0.0% of portfolio
|
Q3 2025
Added 151.25%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
171
shares
|
$7,043
0.0% of portfolio
|
Q1 2025
Reduced 49.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
152
shares
|
$6,260
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
151
shares
|
$6,219
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
149
shares
|
$6,137
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
146
shares
|
$6,013
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
118
shares
|
$4,860
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Jan 27, 2026 Q4 2025 |
89
shares
|
$3,665
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
88
shares
|
$3,624
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
68
shares
|
$2,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
34
shares
|
$1,400
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
31
shares
|
$1,276
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
11
shares
|
$453
0.0% of portfolio
|
Q4 2025
Reduced 47.62%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
10
shares
|
$411
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
10
shares
|
$411
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|