PDBC — INVESCO ACTVELY MNGD ETC FD

Ownership history in Impact Partnership Wealth, LLC  ·  11 quarters on record

AI Ownership Summary

Impact Partnership Wealth, LLC reported INVESCO ACTVELY MNGD ETC FD (PDBC) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.2% in 2024 Q3. The latest visible filing shows PDBC at 0.81% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PDBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Impact Partnership Wealth, 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 Q4

PDBC was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2024 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

PDBC stock page Impact Partnership Wealth, LLC fund profile Impact Partnership Wealth, LLC full holdings
How Impact Partnership Wealth, LLC held PDBC — position size vs. price
% of Fund (quarterly)    PDBC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 478,361 +56,898 +13.5% 0.81% $6.3M 2026-02-14 (Est.) $14.17
2025 Q3 ADDED 421,463 +60,425 +16.7% 0.84% $5.7M 2025-11-03 $13.21
2025 Q2 ADDED 361,038 +18,478 +5.4% 0.87% $4.7M 2025-08-04 $12.63
2025 Q1 ADDED 342,560 +23,706 +7.4% 1.00% $4.7M 2025-05-05 $11.98
2024 Q4 REDUCED 318,854 -76,703 -19.4% 0.84% $4.1M 2025-01-21 $13.06
2024 Q3 ADDED 395,557 +92,217 +30.4% 1.20% $5.3M 2024-10-22 $12.66
2024 Q2 ADDED 303,340 +106,757 +54.3% 1.12% $4.3M 2024-08-02 $12.17
2024 Q1 ADDED 196,583 +196,504 +248739.2% 1.08% $2.7M 2024-05-13 $13.05
2023 Q4 REDUCED 79 -550 -87.4% 0.00% $1K 2024-02-14 $12.17
2023 Q3 ADDED 629 +471 +298.1% 0.00% $9K 2023-10-17 $13.16
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% LCW Services, LLC 2.09% Randall & Associates Wealth Management 1.65%

FAQ About Impact Partnership Wealth, 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 Impact Partnership Wealth, LLC reported owning PDBC?

Impact Partnership Wealth, LLC reported PDBC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PDBC position in Impact Partnership Wealth, LLC's portfolio?

The largest reported portfolio weight for PDBC was 1.20% in 2024 Q3.

What is the latest reported PDBC position on this page?

The most recent filing on this page is 2025 Q4, when Impact Partnership Wealth, LLC reported 478,361 shares, equal to 0.81% of portfolio, with an estimated market value of $6.3M.

What does the chart on this PDBC ownership page compare?

The chart compares Impact Partnership Wealth, 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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