AWM
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AE Wealth Management’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

AE Wealth Management’s Portfolio PDBA Stock Details PDBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,378
Closed -$48.5K – 2238
2025
Q1 		$48.5K Buy
1,378
+675
+96% +$24.3K ﹤0.01% 1594
2024
Q4 		$24.9K Buy
+703
New +$26.3K ﹤0.01% 1684

Other funds holding PDBA

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
PPWM
Perissos Private Wealth Management Bethany, Oklahoma $115M AUM 18.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
PGF
Plan Group Financial Oklahoma City, Oklahoma $426M AUM 20.19% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's PDBA Position: Q2 2025 in Review

AE Wealth Management sold out of Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) in Q2 2025, closing a stake of 1,378 shares — an estimated $48.5K sold.

AE Wealth Management first reported a position in PDBA in Q4 2024 and held it in 2 quarters. The position peaked at $48.5K in Q1 2025. 19 funds tracked by Wall St. Rank hold PDBA as of Q2 2025.

  • AE Wealth Management reported no remaining Invesco Agriculture Commodity Strategy No K-1 ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 1,378 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q2 2025, an estimated $48.5K.
  • AE Wealth Management first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q4 2024 and held it in 2 quarters.
  • AE Wealth Management's Invesco Agriculture Commodity Strategy No K-1 ETF position peaked at $48.5K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.