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 |
---|---|---|---|---|---|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
197,700
shares
|
$2.66 Million
0.3% of portfolio
|
Q1 2024
Added 23.1%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
192,250
shares
|
$2.59 Million
0.31% of portfolio
|
Q2 2024
Added 20.99%
|
|
Aletheian Wealth Advisors LLC
|
Jul 26, 2024 Q2 2024 |
189,219
shares
|
$2.55 Million
1.45% of portfolio
|
Q2 2024
Added 4.07%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
188,757
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.97%
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
180,775
shares
|
$2.43 Million
3.56% of portfolio
|
Q3 2023
Added 52.89%
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 08, 2024 Q2 2024 |
174,347
shares
|
$2.35 Million
0.96% of portfolio
|
Q2 2024
Added 109.37%
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
172,635
shares
|
$2.32 Million
0.22% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2024 Q2 2024 |
172,538
shares
|
$2.32 Million
1.36% of portfolio
|
Q2 2024
Reduced 34.24%
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 05, 2024 Q2 2024 |
170,629
shares
|
$2.3 Million
1.48% of portfolio
|
Q2 2024
Reduced 12.81%
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 17, 2024 Q2 2024 |
165,078
shares
|
$2.22 Million
0.24% of portfolio
|
Q2 2024
Added 0.43%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
161,528
shares
|
$2.17 Million
0.11% of portfolio
|
Q2 2024
Reduced 9.96%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
160,286
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Wesbanco Bank Inc
|
Jul 11, 2024 Q2 2024 |
157,368
shares
|
$2.12 Million
0.08% of portfolio
|
Q2 2024
Added 37.39%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
148,457
shares
|
$2 Million
0.23% of portfolio
|
Q2 2023
Added 17.54%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
147,477
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2024
Reduced 11.41%
|
|
Congress Asset Management CO
|
Aug 02, 2024 Q2 2024 |
147,470
shares
|
$1.98 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.37%
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
145,990
shares
|
$1.97 Million
1.03% of portfolio
|
Q2 2024
Added 58.29%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
138,746
shares
|
$1.87 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
138,120
shares
|
$1.86 Million
0.31% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
135,871
shares
|
$1.83 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
135,854
shares
|
$1.83 Million
0.2% of portfolio
|
Q1 2024
Reduced -0.0%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
129,079
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2024
Reduced 43.72%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
125,237
shares
|
$1.69 Million
0.06% of portfolio
|
Q2 2024
Added 40.86%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
123,114
shares
|
$1.66 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Zacks Investment Management
Chicago, IL |
Aug 14, 2024 Q2 2024 |
121,024
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2024
Added 8.37%
|