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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,076
shares
|
$27,631
0.0% of portfolio
|
Q3 2023
Reduced 10.01%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,968
shares
|
$26,194
0.06% of portfolio
|
Q3 2024
Reduced 80.13%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,946
shares
|
$25,901
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
1,880
shares
|
$25,022
0.08% of portfolio
|
Q2 2025
Added 70.14%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1,809
shares
|
$24,077
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,782
shares
|
$23,718
0.0% of portfolio
|
Q2 2025
Reduced 25.13%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,767
shares
|
$23,518
0.01% of portfolio
|
Q2 2025
Reduced 54.19%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,696
shares
|
$22,573
0.0% of portfolio
|
Q2 2025
Added 221.82%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,686
shares
|
$22,440
0.01% of portfolio
|
Q2 2025
Added 18.98%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,605
shares
|
$21,362
0.01% of portfolio
|
Q2 2025
Added 66.15%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,525
shares
|
$20,297
0.0% of portfolio
|
Q2 2025
Added 61.55%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,496
shares
|
$19,911
0.0% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,487
shares
|
$19,791
0.01% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1,449
shares
|
$19,286
0.01% of portfolio
|
Q2 2025
Reduced 93.52%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,447
shares
|
$19,259
0.01% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,402
shares
|
$18,660
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,350
shares
|
$17,968
0.01% of portfolio
|
Q2 2023
Added 484.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,330
shares
|
$17,702
0.0% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,219
shares
|
$16,224
0.0% of portfolio
|
Q4 2024
Reduced 30.93%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,200
shares
|
$15,972
0.0% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,156
shares
|
$15,386
0.0% of portfolio
|
Q2 2025
Reduced 58.36%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,125
shares
|
$14,973
0.0% of portfolio
|
Q1 2025
Added 30.36%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,044
shares
|
$13,895
0.0% of portfolio
|
Q4 2024
Added 32.99%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$13,310
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
970
shares
|
$12,910
0.0% of portfolio
|
Q1 2025
New holding
|