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 453 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
40,494
shares
|
$551,933
0.01% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
38,947
shares
|
$530,847
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
38,596
shares
|
$526,063
0.1% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
38,590
shares
|
$525,981
0.04% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
38,364
shares
|
$522,901
0.0% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
38,307
shares
|
$522,124
0.01% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
37,893
shares
|
$516,481
0.0% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
36,888
shares
|
$502,783
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
36,760
shares
|
$501,038
0.02% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
36,536
shares
|
$497,985
0.13% of portfolio
|
Q2 2024
Reduced 91.44%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
35,913
shares
|
$489,494
0.0% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
35,697
shares
|
$486,550
0.28% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
34,984
shares
|
$476,831
0.03% of portfolio
|
Q4 2024
Reduced 18.73%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
34,653
shares
|
$472,320
0.69% of portfolio
|
Q3 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
33,819
shares
|
$460,952
0.0% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
33,686
shares
|
$459,140
0.14% of portfolio
|
Q4 2024
Added 26.29%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
33,399
shares
|
$455,228
0.29% of portfolio
|
Q4 2024
Reduced 35.94%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
33,272
shares
|
$453,497
0.03% of portfolio
|
Q4 2024
Added 137.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
32,802
shares
|
$447,091
0.0% of portfolio
|
Q4 2024
Reduced 50.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,744
shares
|
$432,670
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
31,639
shares
|
$431,239
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
30,531
shares
|
$416,137
0.1% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
30,454
shares
|
$415,088
0.84% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
29,753
shares
|
$405,533
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
29,596
shares
|
$403,393
0.08% of portfolio
|
Q4 2024
Added 31.33%
|