Robertson Stephens 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 405 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.4%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of INVESCO ACTIVLY MANGD ETC FD
ValueSharesWeighting
Q1 2023$174,920
-52.9%
12,301
-46.4%
0.01%
-66.7%
Q3 2022$371,000
-23.2%
22,945
-14.4%
0.04%
-15.2%
Q2 2022$483,000
+7.3%
26,819
+5.0%
0.05%
+21.1%
Q1 2022$450,000
+21.0%
25,538
-3.5%
0.04%
+22.6%
Q4 2021$372,000
+13.1%
26,467
+68.8%
0.03%
-16.2%
Q3 2021$329,000
+100.6%
15,675
+45.8%
0.04%
+8.8%
Q4 2020$164,00010,7510.03%
Other shareholders
INVESCO ACTIVLY MANGD ETC FD shareholders Q3 2023
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