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 438 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 $4.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
29,161
shares
|
$388,132
0.01% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
29,149
shares
|
$387,973
0.04% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Aug 13, 2025 Q2 2025 |
27,574
shares
|
$367,009
0.21% of portfolio
|
Q2 2025
Added 48.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
27,367
shares
|
$364,254
0.0% of portfolio
|
Q2 2025
Reduced 91.31%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
26,762
shares
|
$356,202
0.01% of portfolio
|
Q2 2025
Reduced 65.8%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
26,712
shares
|
$355,536
0.16% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
26,527
shares
|
$353,074
0.09% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,806
shares
|
$343,477
0.01% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
25,153
shares
|
$334,786
0.1% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
25,000
shares
|
$332,750
0.03% of portfolio
|
Q1 2025
Added 13.3%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
24,702
shares
|
$328,783
0.13% of portfolio
|
Q1 2024
Reduced 32.35%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
24,684
shares
|
$328,544
0.01% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,865
shares
|
$317,643
0.01% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
23,381
shares
|
$311,201
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
23,193
shares
|
$308,698
0.01% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
22,476
shares
|
$299,155
0.02% of portfolio
|
Q4 2024
Added 53.81%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
22,092
shares
|
$294,044
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
21,800
shares
|
$290,158
0.0% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
21,344
shares
|
$284,088
0.31% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
21,191
shares
|
$282,052
0.01% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
20,894
shares
|
$278,099
0.08% of portfolio
|
Q2 2025
Added 82.5%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
20,325
shares
|
$270,525
0.09% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
20,290
shares
|
$270,059
1.38% of portfolio
|
Q3 2023
Reduced 1.37%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
19,682
shares
|
$261,967
0.23% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
19,627
shares
|
$261,235
0.0% of portfolio
|
Q2 2025
Reduced 39.66%
|