LWS Wealth Advisors, Inc. - INVESCO ACTIVLY MANGD ETC FD ownership

INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 327 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q3 2021. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
LWS Wealth Advisors, Inc. ownership history of INVESCO ACTIVLY MANGD ETC FD
ValueSharesWeighting
Q2 2023$267,000
-26.6%
19,589
-23.5%
0.11%
-24.2%
Q1 2023$364,000
-6.9%
25,593
-3.2%
0.15%
-9.1%
Q4 2022$390,906
-0.5%
26,448
+9.0%
0.16%
+8.6%
Q3 2022$393,000
-10.3%
24,2610.0%0.15%
-26.7%
Q2 2022$438,000
-5.0%
24,261
-7.2%
0.21%
+5.1%
Q1 2022$461,000
+3.1%
26,151
-17.7%
0.20%
+7.1%
Q4 2021$447,000
-1.8%
31,789
+47.2%
0.18%
-8.0%
Q3 2021$455,000
-0.9%
21,600
-5.5%
0.20%
-2.5%
Q2 2021$459,000
+6.5%
22,862
-8.5%
0.20%
+4.1%
Q1 2021$431,000
+11.9%
24,982
-1.0%
0.20%
+13.3%
Q4 2020$385,000
+10.6%
25,223
-1.0%
0.17%
+1.2%
Q3 2020$348,000
+4.2%
25,465
-1.4%
0.17%
-2.3%
Q2 2020$334,00025,8320.18%
Other shareholders
INVESCO ACTIVLY MANGD ETC FD shareholders Q3 2021
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