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 438 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $4.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
86,504
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
86,180
shares
|
$1.15 Million
0.15% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
83,842
shares
|
$1.12 Million
0.52% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
81,765
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
81,628
shares
|
$1.09 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
80,548
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Added 8645.71%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
75,567
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
73,824
shares
|
$982,597
0.73% of portfolio
|
Q2 2025
Added 17.54%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
71,585
shares
|
$952,796
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
71,525
shares
|
$951,997
0.0% of portfolio
|
Q3 2022
Reduced 31.88%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
69,610
shares
|
$926,509
0.04% of portfolio
|
Q2 2025
Added 279.91%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
68,781
shares
|
$915,475
0.26% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
65,183
shares
|
$867,585
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
64,425
shares
|
$857,496
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
64,000
shares
|
$851,840
1.11% of portfolio
|
Q3 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
63,431
shares
|
$844,266
0.0% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
62,676
shares
|
$834,217
0.1% of portfolio
|
Q2 2025
Reduced 32.11%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
61,496
shares
|
$818,511
0.0% of portfolio
|
Q2 2025
Added 238.97%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
59,882
shares
|
$797,029
0.0% of portfolio
|
Q2 2025
Reduced 18.65%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
57,222
shares
|
$761,624
0.48% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
56,611
shares
|
$753,492
0.14% of portfolio
|
Q2 2025
Reduced 25.03%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
55,131
shares
|
$733,793
0.1% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
54,518
shares
|
$725,634
0.18% of portfolio
|
Q2 2025
Added 22.41%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
52,850
shares
|
$703,433
0.57% of portfolio
|
Q2 2025
Reduced 58.43%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
51,253
shares
|
$682,177
0.3% of portfolio
|
Q2 2025
Added 1.56%
|