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 |
---|---|---|---|---|---|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
50,716
shares
|
$712,559
0.06% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
Defined Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
50,061
shares
|
$703,357
0.51% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
49,365
shares
|
$693,578
0.01% of portfolio
|
Q4 2022
Added 161.76%
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 16, 2024 Q1 2024 |
48,848
shares
|
$686,314
0.07% of portfolio
|
Q1 2024
Reduced 6.73%
|
|
Estate Counselors, LLC
|
May 14, 2024 Q1 2024 |
48,175
shares
|
$676,858
0.21% of portfolio
|
Q1 2024
Reduced 93.83%
|
|
Innova Wealth Partners
|
May 15, 2024 Q1 2024 |
46,856
shares
|
$658,326
0.52% of portfolio
|
Q1 2024
Added 30.95%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
46,457
shares
|
$652,720
0.01% of portfolio
|
Q1 2024
Reduced 15.49%
|
|
Boston Financial Mangement LLC
Boston, MA |
May 10, 2024 Q1 2024 |
45,734
shares
|
$642,562
0.02% of portfolio
|
Q1 2024
Reduced 5.7%
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
45,653
shares
|
$641,424
0.0% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 10, 2024 Q1 2024 |
45,210
shares
|
$635,200
0.52% of portfolio
|
Q1 2024
Added 9.6%
|
|
Equitable Trust CO
|
Apr 25, 2024 Q1 2024 |
44,890
shares
|
$630,704
0.05% of portfolio
|
Q1 2024
Reduced 1.61%
|
|
Upper Left Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
44,750
shares
|
$628,737
0.59% of portfolio
|
Q1 2024
Reduced 7.63%
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
43,943
shares
|
$617,399
1.14% of portfolio
|
Q3 2022
Reduced 25.69%
|
|
Fsb Premier Wealth Management, Inc.
|
May 10, 2024 Q1 2024 |
41,507
shares
|
$583,173
0.27% of portfolio
|
Q1 2024
Added 13.01%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
41,368
shares
|
$581,220
0.01% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
40,780
shares
|
$572,959
0.03% of portfolio
|
Q1 2024
New holding
|
|
Kovitz Investment Group Partners, LLC
|
May 14, 2024 Q1 2024 |
40,298
shares
|
$566,186
0.01% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
Guidance Capital, Inc
Lousville, KY |
Apr 17, 2024 Q1 2024 |
39,828
shares
|
$559,583
0.21% of portfolio
|
Q1 2024
New holding
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
39,145
shares
|
$549,987
0.0% of portfolio
|
Q1 2024
Reduced 4.91%
|
|
Capital Wealth Alliance, LLC
|
May 10, 2024 Q1 2024 |
38,992
shares
|
$547,837
0.33% of portfolio
|
Q1 2024
Added 3.03%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
38,790
shares
|
$544,999
0.0% of portfolio
|
Q1 2024
Reduced 39.89%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
38,390
shares
|
$539,379
0.0% of portfolio
|
Q1 2024
Reduced 7.78%
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
May 09, 2024 Q1 2024 |
38,112
shares
|
$535,473
0.18% of portfolio
|
Q1 2024
Added 65.58%
|
|
Aspire Private Capital, LLC
|
Apr 18, 2024 Q1 2024 |
37,976
shares
|
$533,562
0.14% of portfolio
|
Q1 2024
Added 61.41%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
37,970
shares
|
$533,478
0.02% of portfolio
|
Q4 2023
Reduced 86.25%
|