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

Balboa Wealth Partners’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 Q3	–	Sell	-11,172	Closed	-$177K	–	499
2026 Q2	$177K	Buy	11,172 +58	+0.5%	+$1.02K	0.02%	448
2026 Q1	$192K	Buy	+11,114	New	+$168K	0.03%	400
2023 Q2	–	Sell	-15,360	Closed	-$218K	–	327
2023 Q1	$218K	Sell	15,360 -4,686	-23%	-$67.3K	0.08%	210
2022 Q4	$296K	Buy	20,046 +2,940	+17%	+$49K	0.13%	156
2022 Q3	$277K	Buy	+17,106	New	+$293K	0.12%	147

Other funds holding PDBC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return

Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return

Balboa Wealth Partners's PDBC Position: Q3 2026 in Review

Balboa Wealth Partners sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q3 2026, closing a stake of 11,172 shares — an estimated $177K sold.

Balboa Wealth Partners first reported a position in PDBC in Q3 2022 and held it in 5 quarters. The position peaked at $296K in Q4 2022. 312 funds tracked by Wall St. Rank hold PDBC as of Q3 2026.

Balboa Wealth Partners reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q3 2026 after selling out during the quarter.
Balboa Wealth Partners sold 11,172 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q3 2026, an estimated $177K.
Balboa Wealth Partners first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q3 2022 and held it in 5 quarters.
Balboa Wealth Partners's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $296K in Q4 2022.
312 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 Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.