PDBA — INVESCO ACTVELY MNGD ETC FD

Ownership history in Advisory Services Network, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in INVESCO ACTVELY MNGD ETC FD (PDBA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 40 -18,372 -99.8% 0.00% $1K $34.50
2025 Q1 ADDED 18,412 +9,154 +98.9% 0.01% $647K $34.02
2024 Q4 INITIATED 9,258 — — 0.01% $328K $34.26
% of Fund (quarterly)    PDBA price (monthly, adj. close)

Other funds also holding PDBA

As of 2025 Q4 — sorted by position size

Perissos Private Wealth Management, LLC 2.05% Capital Wealth Alliance, LLC 3Y 1.78% Private Wealth Advisors, LLC 3Y 1.32% WT Wealth Management 3Y 0.45% Plan Group Financial, LLC 3Y 0.26% Columbus Macro, LLC 3Y 7Y 0.21% Castleview Partners, LLC 3Y 7Y 0.12% 3EDGE Asset Management, LP 3Y 7Y 0.11% LEAVELL INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.02% Csenge Advisory Group 3Y 7Y 0.02%
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