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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$13M Buy
1,066,171
+745,253
+232% +$14.2M 15.16% 3
2022
Q1
$5.66M Buy
+320,918
New +$5.17M 0.44% 56

Other funds holding PDBC

B. Riley Wealth Management's PDBC Position: Q2 2022 in Review

B. Riley Wealth Management increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 232% in Q2 2022, buying an estimated $14.2M and bringing the position to 1,066,171 shares worth $13M. The position accounts for 15.16% of the portfolio, ranked #3.

B. Riley Wealth Management first reported a position in PDBC in Q1 2022 and has held it in 2 quarters since. 472 funds tracked by Wall St. Rank hold PDBC as of Q2 2022.

  • B. Riley Wealth Management held 1,066,171 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $13M as of Q2 2022.
  • B. Riley Wealth Management bought 745,253 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2022, an estimated $14.2M.
  • Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 15.16% of B. Riley Wealth Management's portfolio in Q2 2022, its #3 holding.
  • B. Riley Wealth Management first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q1 2022 and has held it in 2 quarters since.
  • 472 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 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.