Palumbo Wealth Management LLC - INVESCO ACTIVLY MANGD ETC FD ownership

INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 405 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.4%.

Quarter-by-quarter ownership
Palumbo Wealth Management LLC ownership history of INVESCO ACTIVLY MANGD ETC FD
ValueSharesWeighting
Q3 2023$1,469,331
+9.9%
98,2830.0%0.81%
-1.2%
Q2 2023$1,337,141
-10.2%
98,283
-6.2%
0.82%
-17.5%
Q1 2023$1,489,446
-6.6%
104,743
-2.9%
0.99%
-21.8%
Q4 2022$1,594,149
-5.0%
107,859
+4.0%
1.27%
-10.7%
Q3 2022$1,678,000
-13.9%
103,709
-4.0%
1.42%
-8.3%
Q2 2022$1,950,000
-0.4%
108,067
-2.6%
1.55%
+23.0%
Q1 2022$1,958,000
+25.4%
111,0070.0%1.26%
+28.7%
Q4 2021$1,561,000
-88.1%
111,007
-82.1%
0.98%
-88.7%
Q3 2021$13,078,000
-2.5%
621,296
-7.0%
8.62%
-4.3%
Q2 2021$13,417,000
+58.2%
667,845
+35.7%
9.00%
+40.8%
Q1 2021$8,483,000
+19.1%
492,199
+5.5%
6.40%
+11.3%
Q4 2020$7,120,000466,5945.75%
Other shareholders
INVESCO ACTIVLY MANGD ETC FD shareholders Q3 2023
NameSharesValueWeighting ↓
Ocean Park Asset Management, LLC 1,188,000$20,956,00030.58%
3EDGE Asset Management, LP 7,764,804$136,971,00010.20%
INTEGRATED CAPITAL MANAGEMENT, INC. 676,763$11,938,0009.81%
LFA - Lugano Financial Advisors SA 610,895$10,776,0007.21%
Echo45 Advisors LLC 475,756$8,392,0006.58%
Upper Left Wealth Management, LLC 323,739$5,733,0005.94%
NinePointTwo Capital LLC 1,188,451$20,964,0005.67%
Naviter Wealth, LLC 877,898$15,486,0005.17%
SMI Advisory Services, LLC 792,756$13,984,0004.89%
B, B, H, & B INC. 286,762$5,058,0004.77%
View complete list of INVESCO ACTIVLY MANGD ETC FD shareholders