Lake Point Wealth Management - INVESCO ACTIVLY MANGD ETC FD ownership

INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 365 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q4 2021. The put-call ratio across all filers is 13.65 and the average weighting 0.4%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of INVESCO ACTIVLY MANGD ETC FD
ValueSharesWeighting
Q2 2022$1,0000.0%610.0%0.00%
Q1 2022$1,0000.0%610.0%0.00%
Q4 2021$1,0000.0%610.0%0.00%
Q3 2021$1,0000.0%610.0%0.00%
Q2 2021$1,0000.0%610.0%0.00%
-100.0%
Q1 2020$1,0000.0%610.0%0.00%
Q4 2019$1,0000.0%61
-18.7%
0.00%
Q2 2019$1,0000.0%750.0%0.00%
Q1 2019$1,000
-66.7%
75
-63.8%
0.00%
-100.0%
Q4 2018$3,0002070.00%
Other shareholders
INVESCO ACTIVLY MANGD ETC FD shareholders Q4 2021
NameSharesValueWeighting ↓
CPR Investments Inc. 628,309$10,166,00013.07%
INTEGRATED CAPITAL MANAGEMENT, INC. 620,943$10,046,0009.92%
Private Harbour Investment Management & Counsel, LLC 467,504$7,564,0008.77%
SEARCY FINANCIAL SERVICES INC /ADV 736,327$11,914,0007.55%
LFA - Lugano Financial Advisors SA 573,201$9,274,0007.28%
Echo45 Advisors LLC 414,527$6,707,0006.80%
Upper Left Wealth Management, LLC 269,802$4,444,0005.78%
D. SCOTT NEAL, INC. 777,311$12,577,0005.29%
NinePointTwo Capital LLC 703,079$11,375,0004.59%
Clear Perspectives Financial Planning, LLC 523,223$8,466,0004.15%
View complete list of INVESCO ACTIVLY MANGD ETC FD shareholders