Aletheian Wealth Advisors LLC PDBC — INVESCO ACTIVLY MANGD ETC FD

Ownership history in Aletheian Wealth Advisors LLC  ·  16 quarters on record

AI Ownership Summary

Aletheian Wealth Advisors LLC reported INVESCO ACTIVLY MANGD ETC FD (PDBC) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.44% in 2023 Q4. The latest visible filing shows PDBC at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PDBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aletheian Wealth Advisors LLC's position in INVESCO ACTIVLY MANGD ETC FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PDBC was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PDBC stock page Aletheian Wealth Advisors LLC fund profile Aletheian Wealth Advisors LLC full holdings
How Aletheian Wealth Advisors LLC held PDBC — position size vs. price
% of Fund (quarterly)    PDBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 127,736 +2,869 +2.3% 1.08% $2.2M 2026-04-09 $17.12
2025 Q3 ADDED — — — 124,867 +3,179 +2.6% 0.78% $1.7M 2025-11-12 $13.18
2025 Q2 REDUCED 8.3% +3.4% ❌ 121,688 -11,085 -8.3% 0.78% $1.6M 2025-07-07 $12.79
2025 Q1 ADDED — — — 132,773 +4,002 +3.1% 1.02% $1.8M 2025-04-08 $11.75
2024 Q4 ADDED — — — 128,771 +527 +0.4% 0.99% $1.7M 2025-02-14 $13.12
2024 Q3 REDUCED 32.2% +0.7% ❌ 128,244 -60,975 -32.2% 1.01% $1.7M 2024-10-25 $12.67
2024 Q2 ADDED — — — 189,219 +7,394 +4.1% 1.40% $2.7M 2024-07-26 $12.38
2024 Q1 ADDED — — — 181,825 +17,769 +10.8% 1.37% $2.5M 2024-04-15 $13.20
2023 Q4 ADDED — — — 164,056 +17,569 +12.0% 1.44% $2.2M 2024-01-05 $12.32
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PDBC

As of 2026 Q1 — sorted by position size

Briaud Financial Planning Inc 3Y 12.75% FSC Wealth Advisors, LLC 3Y 11.98% Aspect Partners, LLC 4.9% Echo45 Advisors LLC 3Y 3.62% SigFig Wealth Management, LLC 3Y 7Y 3.4% Gladwyn Financial Advisors, Inc. 2.38% Plan Group Financial, LLC 3Y 2.2% Randall & Associates Wealth Management 1.93% ALM First Financial Advisors, LLC 3Y 1.66% Legacy Wealth Partners, LLC 1.53%

FAQ About Aletheian Wealth Advisors LLC and PDBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aletheian Wealth Advisors LLC reported owning PDBC?

Aletheian Wealth Advisors LLC reported PDBC across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PDBC position in Aletheian Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for PDBC was 1.44% in 2023 Q4.

What is the latest reported PDBC position on this page?

The most recent filing on this page is 2026 Q1, when Aletheian Wealth Advisors LLC reported 127,736 shares, equal to 1.08% of portfolio, with an estimated market value of $2.2M.

What does the chart on this PDBC ownership page compare?

The chart compares Aletheian Wealth Advisors LLC's quarterly PDBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aletheian Wealth Advisors LLC time their PDBC position?

Based on 13F filing dates vs. subsequent PDBC price moves, Aletheian Wealth Advisors LLC correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on PDBC relative to SPY over the holding period was -10.5%.

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