PDBA — INVESCO ACTVELY MNGD ETC FD

Ownership history in Castleview Partners, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Castleview Partners, 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
0.18% (2025 Q1)
Avg. % of fund
0.1%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,277 -647 -8.2% 0.12% $247K $34.00
2025 Q3 ADDED 7,924 +454 +6.1% 0.15% $283K $34.50
2025 Q2 REDUCED 7,470 -37 -0.5% 0.17% $260K $33.74
2025 Q1 ADDED 7,507 +4,249 +130.4% 0.18% $264K $34.02
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 3EDGE Asset Management, LP 3Y 7Y 0.11% LEAVELL INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.02% Csenge Advisory Group 3Y 7Y 0.02% Hilltop Holdings Inc. 3Y 7Y 0.02%
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