GoalVest Advisory 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
GoalVest Advisory LLC ownership history of INVESCO ACTIVLY MANGD ETC FD
ValueSharesWeighting
Q4 2022$2,865,133
-4.8%
193,852
+4.2%
1.85%
-12.3%
Q3 2022$3,009,000
+8.4%
185,977
+13.4%
2.11%
+19.9%
Q2 2022$2,777,000
+25.8%
164,024
+31.1%
1.76%
+41.3%
Q1 2022$2,207,000
-6.9%
125,130
+6.1%
1.24%
-15.4%
Q2 2021$2,370,000
+26.3%
117,945
+8.3%
1.47%
+5.1%
Q1 2021$1,877,000108,9301.40%
Other shareholders
INVESCO ACTIVLY MANGD ETC FD shareholders Q1 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