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 435 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 $3.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
286,978
shares
|
$3.91 Million
0.23% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
283,600
shares
|
$3.87 Million
1.69% of portfolio
|
Q4 2022
Reduced 93.23%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
283,374
shares
|
$3.86 Million
1.04% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
277,295
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
276,762
shares
|
$3.77 Million
0.7% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
271,824
shares
|
$3.7 Million
0.09% of portfolio
|
Q1 2024
Added 32.48%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
264,363
shares
|
$3.6 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
263,757
shares
|
$3.6 Million
1.32% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
251,819
shares
|
$3.43 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
251,785
shares
|
$3.43 Million
0.38% of portfolio
|
Q3 2024
Added 30.97%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
251,190
shares
|
$3.42 Million
4.1% of portfolio
|
Q3 2022
Added 13.96%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 16, 2024 Q3 2024 |
244,865
shares
|
$3.34 Million
4.67% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
220,580
shares
|
$3.01 Million
0.01% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
208,768
shares
|
$2.85 Million
2.4% of portfolio
|
Q2 2022
Added 11.32%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
202,222
shares
|
$2.76 Million
2.22% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
198,239
shares
|
$2.7 Million
0.13% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
189,981
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
187,964
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,691
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
180,893
shares
|
$2.47 Million
0.09% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
180,775
shares
|
$2.46 Million
3.56% of portfolio
|
Q3 2023
Added 52.89%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
180,198
shares
|
$2.46 Million
1.29% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
176,011
shares
|
$2.4 Million
1.36% of portfolio
|
Q3 2024
Added 20.56%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
171,790
shares
|
$2.34 Million
0.05% of portfolio
|
Q3 2024
Reduced 81.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
170,795
shares
|
$2.33 Million
0.21% of portfolio
|
Q3 2024
Added 3.46%
|