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 |
---|---|---|---|---|---|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
110,549
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 3.93%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
107,907
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
106,206
shares
|
$1.45 Million
0.53% of portfolio
|
Q2 2023
Added 19.3%
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
102,946
shares
|
$1.4 Million
1.11% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
Feb 14, 2024 Q4 2023 |
96,990
shares
|
$1.32 Million
0.07% of portfolio
|
Q1 2023
New holding
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
96,927
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
96,362
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2024
Added 2.97%
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
95,300
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
95,300
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
92,514
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2024
Added 18.58%
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
91,314
shares
|
$1.24 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
91,171
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2024
Reduced 23.49%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
87,599
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
86,688
shares
|
$1.18 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
84,685
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2024
Added 4.25%
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
84,454
shares
|
$1.15 Million
0.43% of portfolio
|
Q3 2024
Reduced 51.56%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
79,587
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Added 191.13%
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
78,027
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
76,122
shares
|
$1.04 Million
0.51% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
74,262
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
71,729
shares
|
$977,666
0.01% of portfolio
|
Q3 2024
Added 41.35%
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
71,578
shares
|
$975,608
0.0% of portfolio
|
Q3 2024
Reduced 23.76%
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
71,525
shares
|
$974,885
0.0% of portfolio
|
Q3 2022
Reduced 31.88%
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
67,491
shares
|
$919,902
0.0% of portfolio
|
Q3 2024
Added 47.06%
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
66,530
shares
|
$906,803
0.01% of portfolio
|
Q3 2024
Reduced 2.15%
|