Ascent Group’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

Ascent Group’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
2026 Q3	$349K	Buy	+9,280	New	+$349K	0.01%	629

Other funds holding PDBA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Ascent Group's PDBA Position: Q3 2026 in Review

Ascent Group opened a new position in Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) in Q3 2026: 9,280 shares worth $349K. The stake represents 0.01% of the portfolio and ranks #629 among its holdings.

32 funds tracked by Wall St. Rank hold PDBA as of Q3 2026.

Ascent Group held 9,280 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $349K as of Q3 2026.
Invesco Agriculture Commodity Strategy No K-1 ETF was a new Ascent Group position in Q3 2026.
Invesco Agriculture Commodity Strategy No K-1 ETF made up 0.01% of Ascent Group's portfolio in Q3 2026, its #629 holding.
32 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q3 2026.

Based on Ascent Group's 13F filing for Q3 2026, filed 30 Oct 2026.