PDBC — INVESCO ACTVELY MNGD ETC FD

Ownership history in Goepper Burkhardt LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Goepper Burkhardt LLC reported a position in INVESCO ACTVELY MNGD 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
0.08% (2025 Q1)
Avg. % of fund
0.06%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11,378 -72 -0.6% 0.05% $153K $12.93
2025 Q2 REDUCED 11,450 -3,348 -22.6% 0.06% $149K $12.55
2025 Q1 INITIATED 14,798 — — 0.08% $202K $13.12
% 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% Echo45 Advisors LLC 3Y 2.95% Aspect Partners, LLC 2.7% Gladwyn Financial Advisors, Inc. 2.25% Randall & Associates Wealth Management 1.65% Northeast Financial Group, Inc. 1.6%
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