Bennett Associates 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
Other funds holding PDBC
SWM
Bennett Associates Wealth Management's PDBC Position: Q2 2026 in Review
Bennett Associates Wealth Management reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 14% in Q2 2026, selling an estimated $402K and leaving 142,805 shares worth $2.27M. The position accounts for 1.4% of the portfolio, ranked #15.
Bennett Associates Wealth Management first reported a position in PDBC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.94M in Q1 2024. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.
- Bennett Associates Wealth Management held 142,805 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $2.27M as of Q2 2026.
- Bennett Associates Wealth Management sold 22,886 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $402K.
- Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 1.4% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #15 holding.
- Bennett Associates 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 Q4 2023 and has held it in 11 quarters since.
- Bennett Associates Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $2.94M in Q1 2024.
- 446 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 Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.