SEC 13F Intelligence

Ball & Co Wealth Management Inc. / PDBC

Ball & Co Wealth Management Inc.’s Invesco Actvely Mngd Etc Fd Position

Does Ball & Co Wealth Management Inc. own Invesco Actvely Mngd Etc Fd (PDBC)? Yes277.5K shares worth $5M (+4.02% of its 13F portfolio) as of Q1 2026.

Position Value
$5M
Q1 2026
Shares
277.5K
% of Portfolio
+4.02%
Quarters Held
1
currently held

Position History PDBC

Reported value by quarter
Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026277.5K$5M+4.02%

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