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 178 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q4 2020. The put-call ratio across all filers is - 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 Q4 2020
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 609,671$9,114,5858.05%
Private Harbour Investment Management & Counsel, LLC 443,733$6,633,8087.59%
Echo45 Advisors LLC 508,581$7,603,2806.45%
D. SCOTT NEAL, INC. 493,750$7,381,5636.31%
SMI Advisory Services, LLC 1,109,271$15,973,5035.83%
LFA - Lugano Financial Advisors SA 417,100$6,235,6455.34%
SevenOneSeven Capital Management 149,127$2,177,2555.06%
All Season Financial Advisors, Inc. 326,970$4,888,2024.95%
WEALTH MANAGEMENT RESOURCES, INC. 654,012$9,777,4884.72%
CPR Investments Inc. 291,961$4,364,8174.69%
View complete list of INVESCO ACTIVLY MANGD ETC FD shareholders