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 444 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
54,518
shares
|
$730,541
0.18% of portfolio
|
Q2 2025
Added 22.41%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
52,850
shares
|
$708,190
0.57% of portfolio
|
Q2 2025
Reduced 58.43%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
52,171
shares
|
$699,091
0.39% of portfolio
|
Q1 2025
Added 1304175.0%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
50,816
shares
|
$680,934
0.01% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
50,467
shares
|
$676,257
0.34% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
49,365
shares
|
$661,491
0.01% of portfolio
|
Q4 2022
Added 161.76%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
48,584
shares
|
$651,025
0.07% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
47,844
shares
|
$641,109
0.01% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
46,915
shares
|
$628,661
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
46,001
shares
|
$616,413
0.46% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
45,901
shares
|
$615,073
0.05% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
45,894
shares
|
$614,979
0.08% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
45,754
shares
|
$613,103
0.23% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
44,280
shares
|
$593,352
0.55% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
43,943
shares
|
$588,836
1.14% of portfolio
|
Q3 2022
Reduced 25.69%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
43,386
shares
|
$581,372
0.16% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
43,145
shares
|
$578,143
0.07% of portfolio
|
Q1 2025
Added 205.62%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
42,974
shares
|
$575,851
0.01% of portfolio
|
Q1 2025
Reduced 51.09%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
42,941
shares
|
$575,409
0.39% of portfolio
|
Q2 2025
Reduced 32.29%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
41,821
shares
|
$560,401
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
41,708
shares
|
$558,887
0.03% of portfolio
|
Q2 2025
Added 21.12%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
41,238
shares
|
$552,589
0.02% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
40,981
shares
|
$549,145
0.08% of portfolio
|
Q3 2024
Added 159.36%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
38,596
shares
|
$517,186
0.1% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
37,848
shares
|
$507,163
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|