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 444 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 $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
167,996
shares
|
$2.25 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
167,602
shares
|
$2.25 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
165,332
shares
|
$2.22 Million
0.07% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
159,989
shares
|
$2.14 Million
1.05% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 22, 2025 Q2 2025 |
158,946
shares
|
$2.13 Million
1.59% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
155,041
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Added 27.24%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
152,445
shares
|
$2.04 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
148,457
shares
|
$1.99 Million
0.23% of portfolio
|
Q2 2023
Added 17.54%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
147,475
shares
|
$1.98 Million
0.08% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
146,972
shares
|
$1.97 Million
0.08% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
141,079
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Added 1656.46%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
139,341
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
136,774
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
132,595
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
130,816
shares
|
$1.75 Million
0.16% of portfolio
|
Q1 2025
Reduced 21.96%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
129,782
shares
|
$1.74 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
127,681
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
127,295
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Added 166.69%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
127,101
shares
|
$1.7 Million
1.49% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,330
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 92.89%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
123,823
shares
|
$1.66 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
123,728
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
122,637
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
121,688
shares
|
$1.63 Million
0.81% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
120,515
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.44%
|