Beaird Harris 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
2023
Q3
Sell
-35
Closed -$477 474
2023
Q2
$477 Hold
35
﹤0.01% 425
2023
Q1
$498 Buy
+35
New +$503 ﹤0.01% 442

Other funds holding PDBC

Beaird Harris Wealth Management's PDBC Position: Q3 2023 in Review

Beaird Harris Wealth Management sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q3 2023, closing a stake of 35 shares — an estimated $477 sold.

Beaird Harris Wealth Management first reported a position in PDBC in Q1 2023 and held it in 2 quarters. The position peaked at $498 in Q1 2023. 414 funds tracked by Wall St. Rank hold PDBC as of Q3 2023.

  • Beaird Harris Wealth Management 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 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 35 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q3 2023, an estimated $477.
  • Beaird Harris 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 2023 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $498 in Q1 2023.
  • 414 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 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.