PDBC — INVESCO ACTIVLY MANGD ETC FD

Ownership history in Echo45 Advisors LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Echo45 Advisors 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.

Peak position
10.01% (2024 Q2)
Avg. % of fund
6.32%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 390,185 -417,737 -51.7% 2.95% $5.2M $13.25
2025 Q3 ADDED 807,922 +25,567 +3.3% 6.36% $10.9M $12.93
2025 Q2 ADDED 782,355 +12,762 +1.7% 6.43% $10.2M $12.55
2025 Q1 REDUCED 769,593 -20,609 -2.6% 7.02% $10.5M $13.12
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PDBC price (monthly, adj. close)

Other funds also holding PDBC

As of 2025 Q4 — sorted by position size

Kiker Wealth Management, LLC 10.46% Briaud Financial Planning, Inc 3Y 9.04% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 6.79% Marion Wealth Management 3Y 3.58% SigFig Wealth Management, LLC 3Y 7Y 3.02% Aspect Partners, LLC 2.7% Gladwyn Financial Advisors, Inc. 2.25% Randall & Associates Wealth Management 1.65% Northeast Financial Group, Inc. 1.6% Bedell Frazier Investment Counselling, LLC 3Y 7Y 1.47%
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