Baystate Wealth Management LLC - INVESCO ACTIVLY MANGD ETC FD ownership

INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 468 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q4 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of INVESCO ACTIVLY MANGD ETC FD
ValueSharesWeighting
Q3 2023$31,036
-1.1%
2,076
-10.0%
0.00%0.0%
Q2 2023$31,387
+494.9%
2,307
+521.8%
0.00%
Q1 2023$5,276
+3003.5%
371
-96.8%
0.00%
-100.0%
Q4 2022$170
-99.9%
11,521
-20.9%
0.02%
-33.3%
Q3 2022$236,000
-7.8%
14,557
+2.5%
0.02%
-4.0%
Q2 2022$256,000
+47.1%
14,201
+43.7%
0.02%
+66.7%
Q1 2022$174,000
+866.7%
9,885
+682.0%
0.02%
+650.0%
Q4 2021$18,000
+125.0%
1,264
+240.7%
0.00%
+100.0%
Q3 2021$8,000
+14.3%
3710.0%0.00%0.0%
Q2 2021$7,0003710.00%
Other shareholders
INVESCO ACTIVLY MANGD ETC FD shareholders Q4 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 740,657$10,413,0008.15%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 635,236$8,929,0006.51%
LFA - Lugano Financial Advisors SA 629,042$8,844,0005.10%
Upper Left Wealth Management, LLC 336,717$4,775,0004.77%
NinePointTwo Capital LLC 1,040,729$14,632,0004.71%
Echo45 Advisors LLC 347,596$4,887,0003.91%
SMI Advisory Services, LLC 724,602$10,188,0003.88%
Del-Sette Capital Management, LLC 246,554$3,467,0003.33%
All Season Financial Advisors, Inc. 319,252$4,489,0003.12%
Aletheian Wealth Advisors LLC 220,500$3,100,0003.04%
View complete list of INVESCO ACTIVLY MANGD ETC FD shareholders