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 437 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
16,068
shares
|
$214,668
0.0% of portfolio
|
Q2 2024
Added 25.01%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
16,033
shares
|
$214,200
0.09% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
15,800
shares
|
$211,088
0.01% of portfolio
|
Q3 2024
Added 3411.11%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
15,782
shares
|
$210,847
9.62% of portfolio
|
Q4 2023
Reduced 89.42%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
15,763
shares
|
$210,593
0.0% of portfolio
|
Q3 2024
Reduced 21.11%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
15,762
shares
|
$210,580
0.03% of portfolio
|
Q3 2024
Added 29.56%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
15,670
shares
|
$209,351
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
15,574
shares
|
$208,068
0.05% of portfolio
|
Q3 2022
Reduced 12.78%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
15,488
shares
|
$206,919
0.08% of portfolio
|
Q3 2024
Added 79.59%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
15,236
shares
|
$203,552
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
15,153
shares
|
$202,444
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
14,686
shares
|
$196,204
0.0% of portfolio
|
Q1 2024
Reduced 7.03%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
14,677
shares
|
$196,084
0.0% of portfolio
|
Q3 2024
Reduced 46.09%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
14,613
shares
|
$195,229
0.01% of portfolio
|
Q3 2024
Reduced 36.01%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
14,522
shares
|
$194,013
0.18% of portfolio
|
Q3 2024
Reduced 35.52%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
14,413
shares
|
$192,557
0.0% of portfolio
|
Q3 2024
Reduced 50.17%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
14,324
shares
|
$191,368
0.03% of portfolio
|
Q3 2024
Reduced 29.95%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
14,190
shares
|
$189,578
0.04% of portfolio
|
Q3 2024
Reduced 55.63%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
14,176
shares
|
$189,391
0.2% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
14,149
shares
|
$189,030
0.0% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
14,134
shares
|
$188,830
0.0% of portfolio
|
Q3 2024
Reduced 21.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
14,112
shares
|
$188,536
0.01% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
14,020
shares
|
$187,307
0.0% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
14,013
shares
|
$187,213
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
13,881
shares
|
$185,450
0.09% of portfolio
|
Q4 2023
Added 4.08%
|