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 441 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $4.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
851
shares
|
$11,403
0.0% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
833
shares
|
$11,162
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
768
shares
|
$10,291
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
767
shares
|
$10,277
0.0% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
759
shares
|
$10,170
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
715
shares
|
$9,581
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
698
shares
|
$9,353
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
685
shares
|
$9,179
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
633
shares
|
$8,482
0.0% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
631
shares
|
$8,455
0.0% of portfolio
|
Q4 2024
Reduced 65.93%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
631
shares
|
$8,455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
584
shares
|
$7,825
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
568
shares
|
$7,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
532
shares
|
$7,128
0.0% of portfolio
|
Q4 2024
Reduced 44.76%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
527
shares
|
$7,061
0.0% of portfolio
|
Q1 2025
Reduced 95.17%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
523
shares
|
$7,008
0.0% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
502
shares
|
$6,726
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
489
shares
|
$6,552
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
430
shares
|
$5,762
0.0% of portfolio
|
Q1 2025
Reduced 26.24%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
410
shares
|
$5,494
0.0% of portfolio
|
Q1 2025
Reduced 59.2%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
403
shares
|
$5,400
0.0% of portfolio
|
Q2 2025
Reduced 95.57%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
356
shares
|
$4,770
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
332
shares
|
$4,448
0.0% of portfolio
|
Q2 2025
Reduced 37.24%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
323
shares
|
$4,328
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
308
shares
|
$4,127
0.0% of portfolio
|
Q4 2023
Added 2269.23%
|