PDBC β€” INVESCO ACTVELY MNGD ETC FD

Ownership history in HALBERT HARGROVE GLOBAL ADVISORS, LLC  Β·  2 quarters on record

AI Ownership Summary

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported INVESCO ACTVELY MNGD ETC FD (PDBC) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows PDBC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PDBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HALBERT HARGROVE GLOBAL ADVISORS, LLC's position in INVESCO ACTVELY MNGD ETC FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PDBC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HALBERT HARGROVE GLOBAL ADVISORS, LLC held PDBC β€” position size vs. price
% of Fund (quarterly)    PDBC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 58 -192 -76.8% 0.00% $779 2025-10-16 $12.70
2025 Q1 INITIATED 250 β€” β€” 0.00% $3K 2025-04-18 $12.41

FAQ About HALBERT HARGROVE GLOBAL ADVISORS, LLC and PDBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has HALBERT HARGROVE GLOBAL ADVISORS, LLC reported owning PDBC?

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported PDBC across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported PDBC position in HALBERT HARGROVE GLOBAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for PDBC was 0.00% in 2025 Q1.

What is the latest reported PDBC position on this page?

The most recent filing on this page is 2025 Q3, when HALBERT HARGROVE GLOBAL ADVISORS, LLC reported 58 shares, equal to 0.00% of portfolio, with an estimated market value of $779.

What does the chart on this PDBC ownership page compare?

The chart compares HALBERT HARGROVE GLOBAL ADVISORS, LLC's quarterly PDBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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