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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
66,152
shares
|
$901,651
0.0% of portfolio
|
Q3 2024
Reduced 90.46%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
65,635
shares
|
$894,605
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
64,000
shares
|
$872,320
1.11% of portfolio
|
Q3 2023
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
62,149
shares
|
$847,090
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
61,589
shares
|
$839,458
0.13% of portfolio
|
Q3 2024
Reduced 71.22%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
60,348
shares
|
$822,543
0.03% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
59,641
shares
|
$812,906
0.03% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
56,029
shares
|
$763,675
0.15% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
55,886
shares
|
$761,726
0.02% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
55,000
shares
|
$749,650
0.08% of portfolio
|
Q3 2024
Reduced 59.52%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
54,168
shares
|
$738,309
0.63% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
53,293
shares
|
$726,383
0.01% of portfolio
|
Q3 2024
Added 68.58%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
53,183
shares
|
$724,884
0.22% of portfolio
|
Q3 2024
Added 26.59%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
52,136
shares
|
$710,613
0.51% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
52,111
shares
|
$710,272
0.01% of portfolio
|
Q3 2024
Reduced 33.4%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
51,955
shares
|
$708,146
0.05% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
51,764
shares
|
$705,543
0.0% of portfolio
|
Q3 2024
Added 257.61%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
51,230
shares
|
$698,264
0.46% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
51,053
shares
|
$695,852
0.59% of portfolio
|
Q3 2024
Added 53.34%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
50,816
shares
|
$692,622
0.01% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
49,365
shares
|
$672,844
0.01% of portfolio
|
Q4 2022
Added 161.76%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
49,098
shares
|
$669,205
0.18% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
48,639
shares
|
$662,949
0.35% of portfolio
|
Q3 2024
Reduced 71.81%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
46,851
shares
|
$638,579
0.07% of portfolio
|
Q3 2024
Reduced 65.52%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
46,507
shares
|
$633,890
0.01% of portfolio
|
Q3 2024
Reduced 7.52%
|