Institutional Ownership Inv.Act.Mangd Exch Trd Comm.Fd (PDBA)
This table provides information about the institutional ownership of Inv.Act.Mangd Exch Trd Comm.Fd (PDBA). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 378,551 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Advisors, LLC
Fresno, CA |
Jul 23, 2024 Q2 2024 |
159,450
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 44.56%
|
|
|
Columbus Macro, LLC
|
Jul 12, 2024 Q2 2024 |
55,390
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 44.41%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 24, 2024 Q2 2024 |
43,896
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
43,237
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 30.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
23,564
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 88.92%
|
|
|
3 Edge Asset Management, LP
|
Aug 12, 2024 Q2 2024 |
14,517
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
11,134
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
9,720
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
6,145
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Aug 01, 2024 Q2 2024 |
4,334
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,986
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.4%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
2,276
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 24.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
886
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 21.54%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
16
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|