Aletheian Wealth Advisors’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Aletheian Wealth Advisors’s Portfolio PDBC Stock Details PDBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2M	Sell	125,902 -1,834	-1%	-$32.2K	0.85%	25
2026 Q1	$2.21M	Buy	+127,736	New	+$1.93M	1.08%	23
2025 Q3	$1.68M	Buy	124,867 +3,179	+3%	+$42.2K	0.78%	26
2025 Q2	$1.59M	Sell	121,688 -11,085	-8%	-$143K	0.78%	26
2025 Q1	$1.81M	Buy	132,773 +4,002	+3%	+$53.8K	1.02%	22
2024 Q4	$1.67M	Buy	128,771 +527	+0.4%	+$7.11K	0.99%	26
2024 Q3	$1.72M	Sell	128,244 -60,975	-32%	-$821K	1.01%	23
2024 Q2	$2.66M	Buy	189,219 +7,394	+4%	+$104K	1.4%	19
2024 Q1	$2.52M	Buy	181,825 +17,769	+11%	+$239K	1.37%	19
2023 Q4	$2.18M	Buy	164,056 +17,569	+12%	+$252K	1.44%	16
2023 Q3	$2.19M	Sell	146,487 -329	-0.2%	-$4.82K	1.68%	13
2023 Q2	$2M	Buy	146,816 +2,295	+2%	+$31.9K	1.37%	14
2023 Q1	$2.06M	Buy	144,521 +39,745	+38%	+$571K	1.81%	13
2022 Q4	$1.55M	Buy	104,776 +3,447	+3%	+$57.5K	1.34%	19
2022 Q3	$1.64M	Sell	101,329 -3,111	-3%	-$53.4K	1.86%	17
2022 Q2	$1.88M	Sell	104,440 -2,570	-2%	-$48.9K	1.91%	15
2022 Q1	$1.89M	Sell	107,010 -113,490	-51%	-$1.83M	1.79%	16
2021 Q4	$3.1M	Buy	+220,500	New	+$4.34M	3.04%	11

Other funds holding PDBC

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BFP

Briaud Financial Planning College Station, Texas $380M AUM 33.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

KWM

Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Aletheian Wealth Advisors's PDBC Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 1.4% in Q2 2026, selling an estimated $32.2K and leaving 125,902 shares worth $2M. The position accounts for 0.85% of the portfolio, ranked #25.

Aletheian Wealth Advisors first reported a position in PDBC in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.1M in Q4 2021. 176 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

Aletheian Wealth Advisors held 125,902 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $2M as of Q2 2026.
Aletheian Wealth Advisors sold 1,834 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $32.2K.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.85% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Aletheian Wealth Advisors first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q4 2021 and has held it in 18 quarters since.
Aletheian Wealth Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $3.1M in Q4 2021.
176 funds tracked by Wall St. Rank held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.