B. Riley 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

B. Riley 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	$3M	Buy	189,372 +43,522	+30%	+$764K	0.16%	130
2026 Q1	$2.55M	Sell	145,850 -2,656	-2%	-$40.1K	0.16%	137
2025 Q4	$1.97M	Sell	148,506 -4	-0%	-$54	0.09%	206
2025 Q3	$1.99M	Sell	148,510 -53,261	-26%	-$706K	0.09%	203
2025 Q2	$2.63M	Buy	+201,771	New	+$2.6M	0.12%	169
2024 Q4	$3.88M	Buy	298,467 +5,347	+2%	+$72.1K	0.13%	173
2024 Q3	$4M	Sell	293,120 -29,368	-9%	-$396K	0.11%	187
2024 Q2	$4.53M	Sell	322,488 -553,558	-63%	-$7.82M	0.12%	174
2024 Q1	$13.1M	Buy	876,046 +222,607	+34%	+$2.99M	0.35%	59
2023 Q4	$8.69M	Sell	653,439 -222,607	-25%	-$3.19M	0.23%	90
2023 Q3	$13.1M	Sell	876,046 -369,848	-30%	-$5.42M	0.35%	59
2023 Q2	$17M	Sell	1,245,894 -243,142	-16%	-$3.38M	0.38%	53
2023 Q1	$21.2M	Sell	1,489,036 -376,328	-20%	-$5.4M	0.56%	32
2022 Q4	$27.6M	Buy	1,865,364 +117,690	+7%	+$1.96M	0.77%	19
2022 Q3	$28.3M	Buy	1,747,674 +1,484,159	+563%	+$25.5M	0.85%	12
2022 Q2	$4.75M	Buy	263,515 +14,075	+6%	+$268K	0.2%	111
2022 Q1	$4.4M	Buy	249,440 +109,865	+79%	+$1.77M	0.14%	151
2021 Q4	$1.96M	Buy	139,575 +12,658	+10%	+$249K	0.06%	354
2021 Q3	$2.67M	Sell	126,917 -19	-0%	-$381	0.09%	268
2021 Q2	$2.55M	Buy	+126,936	New	+$2.41M	0.08%	282

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 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

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

B. Riley Wealth Advisors's PDBC Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 30% in Q2 2026, buying an estimated $764K and bringing the position to 189,372 shares worth $3M. The position accounts for 0.16% of the portfolio, ranked #130.

B. Riley Wealth Advisors first reported a position in PDBC in Q2 2021 and has held it in 20 quarters since. The position peaked at $28.3M in Q3 2022. 122 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

B. Riley Wealth Advisors held 189,372 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $3M as of Q2 2026.
B. Riley Wealth Advisors bought 43,522 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $764K.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.16% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #130 holding.
B. Riley 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 Q2 2021 and has held it in 20 quarters since.
B. Riley Wealth Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $28.3M in Q3 2022.
122 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 B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.