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 455 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $3.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
21,344
shares
|
$287,717
0.31% of portfolio
|
Q2 2022
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
21,230
shares
|
$286,180
0.15% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
21,184
shares
|
$285,560
0.01% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
21,060
shares
|
$283,888
0.11% of portfolio
|
Q4 2024
Reduced 21.18%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
20,921
shares
|
$282,015
0.09% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Revolve Wealth Partners, LLC
|
Mar 19, 2025 Q4 2024 |
20,909
shares
|
$281,853
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
20,500
shares
|
$276,340
0.0% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
20,457
shares
|
$275,760
0.01% of portfolio
|
Q4 2024
Reduced 35.58%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
20,367
shares
|
$274,547
0.06% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
20,290
shares
|
$273,509
1.38% of portfolio
|
Q3 2023
Reduced 1.37%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
19,682
shares
|
$265,313
0.23% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
19,334
shares
|
$260,622
0.01% of portfolio
|
Q4 2024
Reduced 37.6%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
19,262
shares
|
$259,651
0.12% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
19,199
shares
|
$258,802
0.01% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,673
shares
|
$251,712
0.0% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
18,457
shares
|
$248,800
0.03% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
17,990
shares
|
$242,505
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
17,100
shares
|
$230,508
0.1% of portfolio
|
Q3 2024
Reduced 35.96%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
17,097
shares
|
$230,467
0.07% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
17,053
shares
|
$229,874
0.02% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
16,942
shares
|
$228,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
16,935
shares
|
$228,283
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
16,891
shares
|
$227,690
0.0% of portfolio
|
Q4 2024
Reduced 49.09%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
16,725
shares
|
$225,453
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
16,525
shares
|
$222,757
0.01% of portfolio
|
Q4 2024
Added 0.1%
|