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 440 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $4.02 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Free Gulliver LLC
New Orleans, LA |
Aug 13, 2024 Q2 2024 |
40,694
shares
|
$547,741
0.39% of portfolio
|
Q2 2024
Added 109.33%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
40,543
shares
|
$545,708
0.02% of portfolio
|
Q1 2024
Added 2.03%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
40,437
shares
|
$544,282
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
Capital Wealth Alliance, LLC
|
Jul 24, 2024 Q2 2024 |
38,854
shares
|
$522,974
0.32% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
38,756
shares
|
$521,655
0.01% of portfolio
|
Q2 2024
Added 16.59%
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 15, 2024 Q2 2024 |
38,617
shares
|
$519,784
0.15% of portfolio
|
Q2 2024
Added 5.77%
|
|
Guild Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
38,450
shares
|
$517,537
0.63% of portfolio
|
Q2 2024
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
38,087
shares
|
$512,651
0.02% of portfolio
|
Q4 2022
Added 142.11%
|
|
Evanson Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
36,933
shares
|
$497,118
0.04% of portfolio
|
Q4 2023
Added 4.15%
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
36,536
shares
|
$491,774
0.13% of portfolio
|
Q2 2024
Reduced 91.44%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
35,794
shares
|
$481,787
0.03% of portfolio
|
Q2 2024
Added 0.66%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
35,697
shares
|
$480,481
0.0% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
34,653
shares
|
$466,429
0.69% of portfolio
|
Q3 2022
New holding
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Aug 13, 2024 Q2 2024 |
34,266
shares
|
$461,220
0.1% of portfolio
|
Q2 2024
Added 21.38%
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 08, 2024 Q2 2024 |
33,293
shares
|
$448,123
0.42% of portfolio
|
Q2 2024
Added 53.66%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jul 30, 2024 Q2 2024 |
33,058
shares
|
$444,960
0.03% of portfolio
|
Q2 2024
Added 658.04%
|
|
Greystone Financial Group, LLC
|
Aug 06, 2024 Q2 2024 |
32,433
shares
|
$436,548
0.09% of portfolio
|
Q2 2024
New holding
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
31,986
shares
|
$430,531
0.03% of portfolio
|
Q2 2024
Reduced 7.09%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
31,981
shares
|
$430,464
0.08% of portfolio
|
Q2 2024
Reduced 5.71%
|
|
Jmac Enterprises LLC
|
Jul 30, 2024 Q2 2024 |
31,631
shares
|
$425,753
0.08% of portfolio
|
Q2 2024
Reduced 87.83%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
31,612
shares
|
$425,497
0.01% of portfolio
|
Q2 2024
Reduced 63.09%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
31,396
shares
|
$422,590
0.0% of portfolio
|
Q2 2024
Added 4.34%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
31,338
shares
|
$421,809
0.01% of portfolio
|
Q2 2024
Reduced 7.84%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
29,943
shares
|
$403,032
0.3% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 14, 2024 Q2 2024 |
29,069
shares
|
$391,268
0.93% of portfolio
|
Q2 2024
Added 2.63%
|