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 430 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $3.93 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hilltop National Bank
Casper, WY |
May 06, 2024 Q1 2024 |
272
shares
|
$3,821
0.0% of portfolio
|
Q1 2024
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
271
shares
|
$3,807
0.0% of portfolio
|
Q1 2024
Reduced 31.22%
|
|
Resources Management Corp
West Hartford, CT |
May 15, 2024 Q1 2024 |
224
shares
|
$3,147
0.0% of portfolio
|
Q4 2023
Added 1623.08%
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 02, 2024 Q1 2024 |
204
shares
|
$2,866
0.0% of portfolio
|
Q1 2024
Added 131.82%
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 05, 2024 Q1 2024 |
195
shares
|
$2,739
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 14, 2024 Q1 2024 |
194
shares
|
$2,725
0.0% of portfolio
|
Q4 2023
Added 35.66%
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 13, 2024 Q1 2024 |
191
shares
|
$2,683
0.0% of portfolio
|
Q1 2024
Reduced 62.25%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 11, 2024 Q1 2024 |
182
shares
|
$2,557
0.0% of portfolio
|
Q4 2023
New holding
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
May 17, 2024 Q1 2024 |
180
shares
|
$2,529
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
140
shares
|
$1,967
0.0% of portfolio
|
Q1 2024
Reduced 80.14%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
128
shares
|
$1,798
0.0% of portfolio
|
Q3 2023
Reduced 91.17%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
127
shares
|
$1,784
0.0% of portfolio
|
Q1 2024
Reduced 80.28%
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$1,405
0.0% of portfolio
|
Q1 2022
New holding
|
|
Group One Trading, L.P.
Chicago, IL |
May 10, 2024 Q1 2024 |
91
shares
|
$1,278
0.0% of portfolio
|
Q1 2024
Reduced 93.61%
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
75
shares
|
$1,053
0.0% of portfolio
|
Q2 2023
Reduced 44.85%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
May 07, 2024 Q1 2024 |
66
shares
|
$927
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
61
shares
|
$857
0.0% of portfolio
|
Q4 2019
Reduced 18.67%
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
55
shares
|
$772
0.0% of portfolio
|
Q4 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$702
0.0% of portfolio
|
Q2 2022
New holding
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
45
shares
|
$632
0.0% of portfolio
|
Q3 2023
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
39
shares
|
$547
0.0% of portfolio
|
Q1 2023
New holding
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
39
shares
|
$547
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
39
shares
|
$547
0.0% of portfolio
|
Q4 2023
New holding
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2024 Q1 2024 |
26
shares
|
$365
0.0% of portfolio
|
Q1 2024
New holding
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 10, 2024 Q1 2024 |
10
shares
|
$140
0.0% of portfolio
|
Q1 2024
Reduced 95.78%
|