LEAVELL INVESTMENT MANAGEMENT, INC. PDBA — Invesco Agri Com STRGY ETF IV

Ownership history in LEAVELL INVESTMENT MANAGEMENT, INC.  ·  8 quarters on record

AI Ownership Summary

LEAVELL INVESTMENT MANAGEMENT, INC. reported Invesco Agri Com STRGY ETF IV (PDBA) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows PDBA at 0.03% 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 PDBA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEAVELL INVESTMENT MANAGEMENT, INC.'s position in Invesco Agri Com STRGY ETF IV, 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
2026 Q1

PDBA was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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.

PDBA stock page LEAVELL INVESTMENT MANAGEMENT, INC. fund profile LEAVELL INVESTMENT MANAGEMENT, INC. full holdings
How LEAVELL INVESTMENT MANAGEMENT, INC. held PDBA — position size vs. price
% of Fund (quarterly)    PDBA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 19,817 +3,005 +17.9% 0.03% $723K 2026-05-12 $38.01
2025 Q4 ADDED — — — 16,812 +842 +5.3% 0.02% $572K 2026-02-09 $34.28
2025 Q3 ADDED — — — 15,970 +1,128 +7.6% 0.02% $569K 2025-10-28 $33.71
2025 Q2 ADDED — — — 14,842 +318 +2.2% 0.02% $518K 2025-07-31 $33.48
2025 Q1 ADDED — — — 14,524 +3,115 +27.3% 0.03% $511K 2025-04-30 $34.66
2024 Q4 ADDED — — — 11,409 +2,557 +28.9% 0.02% $404K 2025-01-29 $35.95
2024 Q3 ADDED — — — 8,852 +2,707 +44.1% 0.02% $333K 2024-11-01 $31.30
2024 Q2 INITIATED — — — 6,145 — — 0.01% $211K 2024-07-17 $29.49

🏢 Other funds also holding PDBA

As of 2026 Q1 — sorted by position size

Briaud Financial Planning Inc 3Y 5.69% Perissos Private Wealth Management, LLC 4.95% Guild Investment Management, Inc. 3Y 7Y 3.44% Walser Wealth Management Company, A Ltd Liability Co 2.32% Private Wealth Advisors, LLC 3Y 1.91% Capital Wealth Alliance, LLC 3Y 1.45% Miller Global Investments, LLC 1.36% Hegarty Advisors, LLC 0.76% Plan Group Financial, LLC 3Y 0.69% WT Wealth Management 3Y 0.6%

FAQ About LEAVELL INVESTMENT MANAGEMENT, INC. and PDBA

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

How long has LEAVELL INVESTMENT MANAGEMENT, INC. reported owning PDBA?

LEAVELL INVESTMENT MANAGEMENT, INC. reported PDBA across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported PDBA position in LEAVELL INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for PDBA was 0.03% in 2026 Q1.

What is the latest reported PDBA position on this page?

The most recent filing on this page is 2026 Q1, when LEAVELL INVESTMENT MANAGEMENT, INC. reported 19,817 shares, equal to 0.03% of portfolio, with an estimated market value of $723K.

What does the chart on this PDBA ownership page compare?

The chart compares LEAVELL INVESTMENT MANAGEMENT, INC.'s quarterly PDBA 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.

How well did LEAVELL INVESTMENT MANAGEMENT, INC. time their PDBA position?

Based on 13F filing dates vs. subsequent PDBA price moves, LEAVELL INVESTMENT MANAGEMENT, INC. correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on PDBA relative to SPY over the holding period was -2.6%.

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