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Disclosery

PDBA INVESCO ACTVELY MNGD ETC FD

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AGRI CMDTY STRA (fund)

49 managers (49 13F filers) reported a position in PDBA shares at 2026-03-31, 3,331,335 shares in all. 28 filers opened a position and 6 filers sold out during the quarter.

Managers
49
13F filers
49
New
28
Added
12
Reduced
7
Sold out
6
Shares held by filers
3,331,335

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Briaud Financial Planning Inc594,783$21.7M5.69%new13F-HRTimeline
LPL Financial LLC403,499$14.7M<0.01%+394,73513F-HRTimeline
Clark Capital Management Group, Inc.214,826$7.83M0.05%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC196,728$7.17M0.32%new13F-HRTimeline
Private Wealth Advisors, LLC185,802$6.78M1.91%+64,40413F-HRTimeline
Perissos Private Wealth Management, LLC156,358$5.7M4.95%+86,53113F-HRTimeline
Proficio Capital Partners LLC145,925$5.34M0.29%new13F-HRTimeline
Foundations Investment Advisors, LLC141,880$5.17M0.06%new13F-HRTimeline
Walser Wealth Management Company, A Ltd…141,880$5.17M2.32%new13F-HRTimeline
Guild Investment Management, Inc.131,910$4.81M3.44%new13F-HRTimeline
Farther Finance Advisors, LLC122,140$4.42M0.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC95,700$3.49M<0.01%new13F-HRTimelineGroup
Capital Wealth Alliance, LLC87,722$3.2M1.45%-33,66413F-HRTimeline
3EDGE Asset Management, LP85,589$3.12M0.15%+25,76513F-HRTimeline
Plan Group Financial, LLC80,864$2.95M0.69%+51,27213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.70,571$2.57M<0.01%+55,29013F-HRTimelineGroup
FLOW TRADERS U.S. LLC62,223$2.27M0.07%+51,13813F-HRTimeline
WT Wealth Management55,520$2.02M0.6%+9,90413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC48,000$1.74M0.01%new13F-HRTimelineGroup
Columbus Macro, LLC45,050$1.64M0.18%-10,50013F-HRTimeline
Miller Global Investments, LLC40,784$1.49M1.36%-2913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC35,602$1.3M<0.01%new13F-HRTimelineGroup
Hegarty Advisors, LLC26,357$961K0.76%-3,45313F-HRTimeline
Cambridge Investment Research Advisors,…20,139$734K<0.01%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.19,817$723K0.03%+3,00513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,892$580K0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,322$559K<0.01%new13F-HRTimelineGroup
Compound Planning, Inc.14,687$536K0.02%new13F-HRTimeline
Orion Porfolio Solutions, LLC11,947$436K<0.01%-7,33713F-HRTimeline
Sanctuary Advisors, LLC10,218$373K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,897$324K<0.01%-9,77813F-HRTimelineGroup
Castleview Partners, LLC7,703$281K0.14%+42613F-HRTimeline
Belpointe Asset Management LLC7,604$277K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG7,451$272K<0.01%new13F-HRTimelineGroup
Smithfield Trust Co7,000$255K0.01%013F-HRTimeline
JT Stratford LLC6,930$253K0.03%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,190$79.2K0.01%-99013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,000$72.9K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,736$63.3K<0.01%+13413F-HRTimelineGroup
Financial Network Wealth Advisors LLC684$24.9K0.03%+29613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…541$19.7K<0.01%new13F-HRTimelineGroup
Main Street Group, LTD465$17K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC85$3.22K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC84$3.06K<0.01%new13F-HRTimeline
Rossby Financial, LCC80$2.89K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.59$2.15K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA53$1.84K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC24$8750.01%new13F-HRTimeline
Advisory Services Network, LLC14$497<0.01%new13F-HRTimeline