13F Insight
DOSSIER · 13F Holders · Q2 2026
PDBA

INVESCO ACTVELY MNGD ETC FD

65 institutions still hold INVESCO ACTVELY MNGD ETC FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46090F308·65 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$182M
visible holders
Holders
65
filers reporting
Concentration
16.99%
Proficio Capital Partners LLC #1
top holder share
AI Holders Summary · Q2 2026

65 institutions reported PDBA in Q2 2026. Proficio Capital Partners LLC leads at 17.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Proficio Capital Partners LLC
CIK 0001654175
$31M866K1.11%Q2 202602
Briaud Financial Planning, Inc
CIK 0001800586
$22M622K5.83%Q2 202603
3EDGE Asset Management, LP
CIK 0001665605
$17M487K0.77%Q2 202604
Trek Financial, LLC
CIK 0001768195
$16M447K0.79%Q2 202605
EASTERN BANK
CIK 0001126395
$11M316K0.17%Q2 202606
Clark Capital Management Group, Inc.
CIK 0001352187
$11M315K0.06%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M303K0.01%Q2 202608
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$7M204K0.28%Q2 202609
Private Wealth Advisors, LLC
CIK 0001787027
$7M194K1.77%Q2 202610
LPL Financial LLC
CIK 0001403438
$6M163K0.00%Q2 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$6M157K0.00%Q2 202612
Perissos Private Wealth Management, LLC
CIK 0002023071
$5M143K3.44%Q2 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M141K0.00%Q2 202614
Farther Finance Advisors, LLC
CIK 0001992825
$5M137K0.04%Q2 202615
Guild Investment Management, Inc.
CIK 0001317802
$5M135K3.28%Q2 202616
IronBridge Private Wealth, LLC
CIK 0001850996
$4M121K1.42%Q2 202617
Sanctuary Advisors, LLC
CIK 0001777271
$3M93K0.02%Q2 202618
Plan Group Financial, LLC
CIK 0001940033
$3M88K0.65%Q2 202619
Sowell Financial Services LLC
CIK 0001633697
$3M84K0.10%Q2 202620
Capital Wealth Alliance, LLC
CIK 0001803277
$3M82K1.35%Q2 2026
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