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 478 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q4 2022. The put-call ratio across all filers is 0.29 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 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 740,657$10,413,0008.15%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 635,236$8,929,0006.51%
LFA - Lugano Financial Advisors SA 629,042$8,844,0005.10%
Upper Left Wealth Management, LLC 336,717$4,775,0004.77%
NinePointTwo Capital LLC 1,040,729$14,632,0004.71%
Echo45 Advisors LLC 347,596$4,887,0003.91%
SMI Advisory Services, LLC 724,602$10,188,0003.88%
Del-Sette Capital Management, LLC 246,554$3,467,0003.33%
All Season Financial Advisors, Inc. 319,252$4,489,0003.12%
Aletheian Wealth Advisors LLC 220,500$3,100,0003.04%
View complete list of INVESCO ACTIVLY MANGD ETC FD shareholders