Clear Perspectives Financial Planning, LLC - 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
Clear Perspectives Financial Planning, LLC ownership history of INVESCO ACTIVLY MANGD ETC FD
ValueSharesWeighting
Q4 2022$7,239,286
-14.5%
489,803
-6.4%
3.85%
-7.3%
Q3 2022$8,466,000
-6.3%
523,223
+4.5%
4.15%
+17.9%
Q2 2022$9,033,000
+7.5%
500,713
+5.2%
3.52%
+10.7%
Q1 2022$8,399,000
+3458.9%
476,110
+2741.9%
3.18%
+3250.5%
Q4 2021$236,000
+6.8%
16,753
+59.6%
0.10%
-5.0%
Q3 2021$221,000
+4.7%
10,5000.0%0.10%
-2.0%
Q2 2021$211,00010,5000.10%
Other shareholders
INVESCO ACTIVLY MANGD ETC FD shareholders Q4 2021
NameSharesValueWeighting ↓
WIN ADVISORS, INC 512,284$9,272,00018.17%
B. Riley Wealth Management, Inc. 1,066,171$12,963,687,00015.16%
Kaydan Wealth Management, Inc. 1,277,129$23,039,40712.83%
INTEGRATED CAPITAL MANAGEMENT, INC. 645,707$11,648,00010.68%
CPR Investments Inc. 303,395$5,473,0008.22%
3EDGE Asset Management, LP 5,732,516$103,415,0007.71%
SEARCY FINANCIAL SERVICES INC /ADV 676,583$12,206,0007.58%
LFA - Lugano Financial Advisors SA 564,313$10,180,0007.12%
Echo45 Advisors LLC 368,362$6,645,0006.28%
AUGUSTINE ASSET MANAGEMENT INC 564,008$10,175,0006.25%
View complete list of INVESCO ACTIVLY MANGD ETC FD shareholders