13F Insight
DOSSIER · 13F Holders · Q1 2026
PDBA

INVESCO ACTVELY MNGD ETC FD

54 institutions still hold INVESCO ACTVELY MNGD ETC FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46090F308·54 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$120M
visible holders
Holders
54
filers reporting
Concentration
18.07%
Briaud Financial Planning, Inc #1
top holder share
AI Holders Summary · Q1 2026

54 institutions reported PDBA in Q1 2026. Briaud Financial Planning, Inc leads at 18.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Briaud Financial Planning, Inc
CIK 0001800586
$22M595K5.69%Q1 202602
LPL Financial LLC
CIK 0001403438
$15M403K0.00%Q1 202603
EASTERN BANK
CIK 0001126395
$11M316K0.17%Q2 202604
Clark Capital Management Group, Inc.
CIK 0001352187
$8M215K0.05%Q1 202605
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$7M204K0.28%Q2 202606
Private Wealth Advisors, LLC
CIK 0001787027
$7M186K1.91%Q1 202607
Perissos Private Wealth Management, LLC
CIK 0002023071
$6M156K4.95%Q1 202608
Proficio Capital Partners LLC
CIK 0001654175
$5M146K0.29%Q1 202609
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$5M142K0.06%Q1 202610
Farther Finance Advisors, LLC
CIK 0001992825
$5M137K0.04%Q2 202611
Guild Investment Management, Inc.
CIK 0001317802
$5M132K3.44%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M96K0.00%Q1 202613
Capital Wealth Alliance, LLC
CIK 0001803277
$3M88K1.45%Q1 202614
3EDGE Asset Management, LP
CIK 0001665605
$3M86K0.15%Q1 202615
Sowell Financial Services LLC
CIK 0001633697
$3M84K0.10%Q2 202616
Plan Group Financial, LLC
CIK 0001940033
$3M81K0.69%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M71K0.00%Q1 202618
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$2M62K0.07%Q1 202619
D.A. DAVIDSON & CO.
CIK 0001080107
$2M63K0.01%Q2 202620
Tidal Investments LLC
CIK 0001600064
$2M48K0.00%Q1 2026
Page 1 of 3
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