TrinityPoint Wealth, LLC - INVESCO ACTIVLY MANGD ETC FD ownership

INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 268 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q1 2021. The put-call ratio across all filers is 0.89 and the average weighting 0.5%.

Quarter-by-quarter ownership
TrinityPoint Wealth, LLC ownership history of INVESCO ACTIVLY MANGD ETC FD
ValueSharesWeighting
Q3 2023$273,150
-83.7%
18,271
-85.2%
0.05%
-83.5%
Q2 2023$1,680,436
-5.3%
123,516
-1.1%
0.33%
-13.7%
Q1 2023$1,775,154
-11.7%
124,835
-8.3%
0.38%
-17.0%
Q4 2022$2,011,235
-64.8%
136,078
-61.5%
0.46%
-65.0%
Q3 2022$5,718,000
-10.8%
353,385
-0.6%
1.31%
-7.8%
Q2 2022$6,413,000
+2.8%
355,491
+0.5%
1.42%
+25.4%
Q1 2022$6,240,000
+63.9%
353,727
+30.7%
1.13%
+67.2%
Q4 2021$3,807,000
-19.3%
270,740
+20.8%
0.68%
-25.1%
Q3 2021$4,716,000
+13.2%
224,034
+8.0%
0.90%
+5.9%
Q2 2021$4,167,000
+22.6%
207,413
+5.1%
0.85%
+7.6%
Q1 2021$3,400,000197,2990.79%
Other shareholders
INVESCO ACTIVLY MANGD ETC FD shareholders Q1 2021
NameSharesValueWeighting ↓
WIN ADVISORS, INC 512,284$9,272,00018.17%
B. Riley Wealth Management, Inc. 1,066,171$12,963,687,00015.16%
Kaydan Wealth Management, Inc. 1,277,129$23,039,40712.83%
INTEGRATED CAPITAL MANAGEMENT, INC. 645,707$11,648,00010.68%
CPR Investments Inc. 303,395$5,473,0008.22%
3EDGE Asset Management, LP 5,732,516$103,415,0007.71%
SEARCY FINANCIAL SERVICES INC /ADV 676,583$12,206,0007.58%
LFA - Lugano Financial Advisors SA 564,313$10,180,0007.12%
Echo45 Advisors LLC 368,362$6,645,0006.28%
AUGUSTINE ASSET MANAGEMENT INC 564,008$10,175,0006.25%
View complete list of INVESCO ACTIVLY MANGD ETC FD shareholders