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Disclosery

PDBC INVESCO ACTVELY MNGD ETC FD

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OPTIMUM YIELD (fund)

Filings received so far for Q3 2026: 20 13F filers report a position in PDBC shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
SigFig Wealth Management, LLC6,673,353$129M3.22%-248,02413F-HRTimeline
Echo45 Advisors LLC370,287$7.15M3.26%-57113F-HRTimeline
CoreCap Advisors, LLC342,856$6.62M0.19%+52,24213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC314,643$6.07M1.56%new13F-HRTimeline
Gladwyn Financial Advisors, Inc.186,021$3.59M2.29%-32,41313F-HRTimeline
Aletheian Wealth Advisors LLC129,578$2.5M1%+3,67613F-HRTimeline
FSA Investment Group, LLC111,597$2.15M0.69%-74,88213F-HRTimeline
Farther Finance Advisors, LLC93,792$1.81M0.01%+13,84513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO92,713$1.79M0.01%-4,62213F-HRTimeline
Worth Asset Management, LLC63,920$1.23M0.36%-18,26313F-HRTimeline
Paladin Partners, LLC5,034$97.2K0.06%-40113F-HRTimeline
Pacifica Partners Inc.2,100$41.1K0.01%new13F-HRTimeline
EASTERN BANK1,000$19.3K<0.01%013F-HRTimeline
Go Invest LLC629$12.1K<0.01%-2113F-HRTimeline
Wealth Enhancement Trust Services, Inc.501$9.67K<0.01%013F-HRTimeline
Versant Capital Management, Inc410$7.91K<0.01%013F-HRTimeline
GAMMA Investing LLC157$3.03K<0.01%new13F-HRTimeline
GK Wealth Management LLC142$2.74K<0.01%new13F-HRTimeline
Planning Strategies Inc.59$1.14K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC0$5<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.