Ownership history in C2C Wealth Management, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which C2C Wealth Management, LLC reported a position in INVESCO ACTIVLY MANGD ETC FD (PDBC). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 10,069 | -4,565 | -31.2% | 0.12% | $135K | $12.93 |
| 2025 Q2 | UNCHANGED | 14,634 | — | 0% | 0.17% | $191K | $12.55 |
| 2025 Q1 | UNCHANGED | 14,634 | — | 0% | 0.19% | $199K | $13.12 |
| 2024 Q4 | ADDED | 14,634 | +112 | +0.8% | 0.18% | $190K | $12.50 |
| 2024 Q3 | REDUCED | 14,522 | -8,000 | -35.5% | 0.18% | $198K | $12.37 |
| 2024 Q2 | UNCHANGED | 22,522 | — | 0% | 0.31% | $316K | $12.94 |
| 2024 Q1 | UNCHANGED | 22,522 | — | 0% | 0.31% | $312K | $12.77 |
| 2023 Q4 | REDUCED | 22,522 | -2,659 | -10.6% | 0.26% | $302K | $12.25 |
| 2023 Q3 | ADDED | 25,181 | +900 | +3.7% | 0.05% | $374K | $13.21 |
| 2023 Q2 | ADDED | 24,281 | +6,000 | +32.8% | 0.05% | $342K | $12.03 |
As of 2025 Q4 — sorted by position size