PDBA — INVESCO ACTVELY MNGD ETC FD

Ownership history in Plan Group Financial, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Plan Group Financial, LLC reported a position in INVESCO ACTVELY MNGD ETC FD (PDBA). 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
0.39% (2025 Q1)
Avg. % of fund
0.31%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,592 -176 -0.6% 0.26% $1.0M $34.00
2025 Q3 ADDED 29,768 +2,968 +11.1% 0.28% $1.1M $34.50
2025 Q2 REDUCED 26,800 -4,468 -14.3% 0.31% $935K $33.74
2025 Q1 INITIATED 31,268 — — 0.39% $1.1M $34.02
% of Fund (quarterly)    PDBA price (monthly, adj. close)

Other funds also holding PDBA

As of 2025 Q4 — sorted by position size

Perissos Private Wealth Management, LLC 2.05% Capital Wealth Alliance, LLC 3Y 1.78% Private Wealth Advisors, LLC 3Y 1.32% WT Wealth Management 3Y 0.45% Columbus Macro, LLC 3Y 7Y 0.21% Castleview Partners, LLC 3Y 7Y 0.12% 3EDGE Asset Management, LP 3Y 7Y 0.11% LEAVELL INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.02% Csenge Advisory Group 3Y 7Y 0.02% Hilltop Holdings Inc. 3Y 7Y 0.02%
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