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Disclosery

PDBC INVESCO ACTVELY MNGD ETC FD

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OPTIMUM YIELD (fund)

446 managers (450 13F filers) reported a position in PDBC shares at 2026-03-31, 304,897,026 shares in all. 97 filers opened a position and 38 filers sold out during the quarter.

Managers
446
13F filers
450
New
97
Added
150
Reduced
125
Sold out
38
Shares held by filers
304,897,026

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
EVERMAY WEALTH MANAGEMENT LLC363$6.29K<0.01%+20313F-HRTimeline
Bogart Wealth, LLC356$6.17K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC350$6.06K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC308$5.33K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC300$5.2K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC292$5.06K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.261$4.52K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.249$4.31K<0.01%013F-HRTimeline
Go Invest LLC247$4.27K<0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV224$4K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC213$4K<0.01%013F-HRTimeline
LAM GROUP, INC.215$3.72K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.209$3.62K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…200$3.46K<0.01%013F-HRTimelineGroup
Essential Partners LLC186$3.22K<0.01%+14413F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC182$3.15K<0.01%013F-HRTimeline
Synergy Investment Management, LLC182$3.15K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.166$2.88K<0.01%new13F-HRTimeline
North Star Investment Management Corp.164$2.84K<0.01%013F-HRTimeline
SHP Wealth Management148$2.56K<0.01%013F-HRTimeline
Cheviot Value Management, LLC146$2.53K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.143$2.48K<0.01%-44713F-HRTimeline
VSM Wealth Advisory, LLC135$2.34K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC122$2.27K<0.01%013F-HRTimeline
TD Capital Management LLC112$1.94K<0.01%-11213F-HRTimeline
Fairscale Capital, LLC76$1.32K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC68$1.18K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC66$1.14K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…66$1.14K<0.01%013F-HRTimeline
Covestor Ltd79$1K<0.01%+3413F-HRTimeline
Winthrop Capital Management, LLC62$1K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.53$918<0.01%013F-HRTimeline
Sound Income Strategies, LLC48$821<0.01%013F-HRTimeline
Ankerstar Wealth, LLC34$589<0.01%013F-HRTimeline
Hilltop National Bank28$485<0.01%-8413F-HRTimeline
Golden State Wealth Management, LLC27$468<0.01%new13F-HRTimeline
Triumph Capital Management21$364<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.12$208<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.12$208<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC10$173<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC7$118<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1$17<0.01%-413F-HRTimeline
Brookwood Investment Group LLC1$17<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$15<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$9<0.01%013F-HRTimelineGroup
Retirement Wealth Solutions LLC0$5<0.01%-7913F-HRTimelineAmount filed as zero, left out of ratios.