Marion Wealth Management / PDBC
Marion Wealth Management’s Invesco Actvely Mngd Etc Fd Position
Does Marion Wealth Management own Invesco Actvely Mngd Etc Fd (PDBC)? Yes — 1.11M shares worth $19M (+4.26% of its 13F portfolio) as of Q1 2026, down from 1.12M shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
1.11M
% of Portfolio
+4.26%
Quarters Held
18
currently held
Position History PDBC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.11M | $19M | +4.26% |
| Q4 2025 | 1.12M | $16M | +3.58% |
| Q3 2025 | 1.07M | $14M | +3.41% |
| Q2 2025 | 1.05M | $14M | +3.41% |
| Q1 2025 | 982.8K | $13M | +3.58% |
| Q4 2024 | 878.9K | $11M | +3.03% |
| Q3 2024 | 911.6K | $12M | +3.26% |
| Q2 2024 | 832.7K | $12M | +3.44% |
| Q1 2024 | 805.9K | $11M | +3.34% |
| Q4 2023 | 507.2K | $7M | +2.16% |
| Q3 2023 | 804.6K | $12M | +4.24% |
| Q2 2023 | 771.4K | $10M | +3.73% |
| Q1 2023 | 739.1K | $11M | +3.92% |
| Q4 2022 | 299.8K | $4M | +1.87% |
| Q3 2022 | 252.9K | $4M | +2.10% |
| Q2 2022 | 232.7K | $4M | +2.20% |
| Q1 2022 | 57.2K | $1M | +0.49% |
| Q4 2021 | 56.3K | $791,000 | +0.37% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marion Wealth Management’s full portfolio or all institutional holders of PDBC.