Congress Wealth Management LLC / DE / - 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
Congress Wealth Management LLC / DE / ownership history of INVESCO ACTIVLY MANGD ETC FD
ValueSharesWeighting
Q3 2023$1,590,296
+5.9%
106,374
-3.7%
0.03%
-5.7%
Q2 2023$1,502,193
-10.2%
110,414
-6.1%
0.04%
-12.5%
Q1 2023$1,672,795
-6.9%
117,636
-3.2%
0.04%
-13.0%
Q4 2022$1,795,930
-14.2%
121,510
-6.1%
0.05%
-17.9%
Q3 2022$2,093,000
-53.2%
129,364
-47.8%
0.06%
-50.9%
Q2 2022$4,473,000
-1.6%
247,920
-3.8%
0.11%
+15.2%
Q1 2022$4,547,000
+22.4%
257,786
-2.4%
0.10%
+33.8%
Q4 2021$3,715,000264,2520.07%
Other shareholders
INVESCO ACTIVLY MANGD ETC FD shareholders Q4 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