SEC 13F Intelligence

Olympus Wealth Management, LLC / PDBC

Olympus Wealth Management, LLC’s Invesco Actvely Mngd Etc Fd Position

Does Olympus Wealth Management, LLC own Invesco Actvely Mngd Etc Fd (PDBC)? Yes — 277.4K shares worth $4M (+1.22% of its 13F portfolio) as of Q2 2025, up from 212.4K shares the prior filed quarter.

Position Value
$4M
Q2 2025
Shares
277.4K
% of Portfolio
+1.22%
Quarters Held
4
currently held

Position History PDBC

Reported value by quarter
Q4 ’23: $882,575Q4 ’23Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025277.4K$4M+1.22%
Q1 2025212.4K$3M+1.27%
Q4 2024209.9K$3M+0.99%
Q4 202366.4K$882,575+0.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Olympus Wealth Management, LLC’s full portfolio or all institutional holders of PDBC.