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 440 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $4.02 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
61
shares
|
$821
0.0% of portfolio
|
Q4 2019
Reduced 18.67%
|
|
Kelly Financial Services LLC
Braintree, MA |
Aug 12, 2024 Q2 2024 |
55
shares
|
$740
0.0% of portfolio
|
Q1 2024
Reduced 76.79%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$673
0.0% of portfolio
|
Q2 2022
New holding
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
46
shares
|
$619
0.0% of portfolio
|
Q2 2024
Added 17.95%
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
46
shares
|
$619
0.0% of portfolio
|
Q2 2024
New holding
|
|
Salomon & Ludwin, LLC
|
Jul 25, 2024 Q2 2024 |
45
shares
|
$605
0.0% of portfolio
|
Q3 2023
New holding
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
39
shares
|
$524
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
20
shares
|
$269
0.0% of portfolio
|
Q2 2024
New holding
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
10
shares
|
$134
0.0% of portfolio
|
Q1 2023
New holding
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
10
shares
|
$134
0.0% of portfolio
|
Q1 2024
Reduced 95.78%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
9
shares
|
$121
0.0% of portfolio
|
Q2 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
4
shares
|
$53
0.0% of portfolio
|
Q2 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
1
shares
|
$13
0.0% of portfolio
|
Q4 2023
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|