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.
| 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 |
| 2024 Q4 | ADDED | 3,258 | +982 | +43.1% | 0.07% | $123K | $34.26 |
| 2024 Q3 | UNCHANGED | 2,276 | — | 0% | 0.04% | $78K | $32.19 |
| 2024 Q2 | ADDED | 2,276 | +443 | +24.2% | 0.04% | $78K | $29.43 |
| 2024 Q1 | INITIATED | 1,833 | — | — | 0.04% | $66K | — |
As of 2025 Q4 — sorted by position size