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 430 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $3.93 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Verity Asset Management, Inc.
Durham, NC |
May 28, 2024 Q1 2024 |
83,271
shares
|
$1.17 Million
0.64% of portfolio
|
Q1 2024
Added 0.99%
|
|
All Season Financial Advisors, Inc.
|
Apr 17, 2024 Q1 2024 |
79,738
shares
|
$1.12 Million
0.94% of portfolio
|
Q1 2024
New holding
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 15, 2024 Q1 2024 |
79,100
shares
|
$1.11 Million
0.51% of portfolio
|
Q1 2024
Reduced 22.51%
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2024 Q1 2024 |
78,752
shares
|
$1.11 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
78,692
shares
|
$1.11 Million
0.17% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
Innealta Capital, LLC
Austin, TX |
May 15, 2024 Q1 2024 |
78,517
shares
|
$1.1 Million
0.46% of portfolio
|
Q1 2024
Reduced 10.38%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
74,747
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.79%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
72,206
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.72%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
71,770
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2023
Reduced 19.57%
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
71,525
shares
|
$1 Million
0.0% of portfolio
|
Q3 2022
Reduced 31.88%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
71,331
shares
|
$1 Million
0.0% of portfolio
|
Q1 2024
Added 32.93%
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 30, 2024 Q1 2024 |
69,122
shares
|
$971,164
1.16% of portfolio
|
Q1 2024
Added 9.65%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
69,117
shares
|
$971,093
0.04% of portfolio
|
Q1 2024
Reduced 15.83%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
67,340
shares
|
$946,127
0.01% of portfolio
|
Q1 2024
New holding
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
66,911
shares
|
$940,099
0.0% of portfolio
|
Q1 2024
Added 2.55%
|
|
Transform Wealth, LLC
|
Apr 15, 2024 Q1 2024 |
64,763
shares
|
$909,920
0.09% of portfolio
|
Q1 2024
Reduced 72.94%
|
|
Signature Securities Group Corporation
|
Apr 15, 2024 Q1 2024 |
64,636
shares
|
$908,135
0.25% of portfolio
|
Q1 2024
Reduced 3.29%
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
64,000
shares
|
$899,200
1.11% of portfolio
|
Q3 2023
New holding
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
58,248
shares
|
$818,384
0.01% of portfolio
|
Q1 2024
Reduced 77.01%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
58,032
shares
|
$815,349
0.0% of portfolio
|
Q1 2024
Reduced 40.15%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
57,926
shares
|
$813,860
0.03% of portfolio
|
Q1 2024
Added 0.64%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
55,134
shares
|
$774,632
0.02% of portfolio
|
Q1 2024
Reduced 7.6%
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 02, 2024 Q1 2024 |
54,055
shares
|
$759,472
0.28% of portfolio
|
Q1 2024
Added 17.93%
|
|
Mirae Asset Global Investments Co., Ltd.
|
May 01, 2024 Q1 2024 |
53,235
shares
|
$747,951
0.0% of portfolio
|
Q1 2024
Added 38.56%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
52,707
shares
|
$740,533
0.0% of portfolio
|
Q1 2024
Added 11.56%
|