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

INVESCO ACTVELY MNGD ETC FD

49 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 46090F308·49 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.7%
vs prior quarter
13F value held
$111M
77.0% inst. owned
of float
Holders
49
+103 QoQ
filers reporting
Activity
+77 / −73
+959 added · −743 reduced
this quarter
Concentration
19.53%
Briaud Financial Planning, Inc #1
top holder share
AI Holders Summary · Q1 2026

49 institutions reported PDBA in Q1 2026. Briaud Financial Planning, Inc leads at 19.5% of the visible book. +103 net new institutions vs prior quarter — accumulation reading.

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
Clark Capital Management Group, Inc.
CIK 0001352187
$8M215K0.05%Q1 202604
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$7M197K0.32%Q1 202605
Private Wealth Advisors, LLC
CIK 0001787027
$7M186K1.91%Q1 202606
Perissos Private Wealth Management, LLC
CIK 0002023071
$6M156K4.95%Q1 202607
Proficio Capital Partners LLC
CIK 0001654175
$5M146K0.29%Q1 202608
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$5M142K0.06%Q1 202609
Walser Wealth Management Company, A Ltd Liability Co
CIK 0002112280
$5M142K2.32%Q1 202610
Guild Investment Management, Inc.
CIK 0001317802
$5M132K3.44%Q1 202611
Farther Finance Advisors, LLC
CIK 0001992825
$4M122K0.04%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
Plan Group Financial, LLC
CIK 0001940033
$3M81K0.69%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M71K0.00%Q1 202617
WT Wealth Management
CIK 0001780507
$2M56K0.60%Q1 202618
Tidal Investments LLC
CIK 0001600064
$2M48K0.00%Q1 202619
Columbus Macro, LLC
CIK 0001727269
$2M45K0.18%Q1 202620
Miller Global Investments, LLC
CIK 0002099097
$1M41K1.36%Q1 2026
Page 1 of 3
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