Briaud Financial Planning’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

Briaud Financial Planning’s Portfolio PDBA Stock Details PDBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23.8M	Buy	633,415 +11,582	+2%	+$436K	5.25%	5
2026 Q2	$22.1M	Buy	621,833 +27,050	+5%	+$984K	5.83%	4
2026 Q1	$21.7M	Buy	+594,783	New	+$20.7M	5.69%	5

Other funds holding PDBA

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Briaud Financial Planning's PDBA Position: Q3 2026 in Review

Briaud Financial Planning increased its Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) stake by 1.9% in Q3 2026, buying an estimated $436K and bringing the position to 633,415 shares worth $23.8M. The position accounts for 5.25% of the portfolio, ranked #5.

Briaud Financial Planning first reported a position in PDBA in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold PDBA as of Q3 2026.

Briaud Financial Planning held 633,415 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $23.8M as of Q3 2026.
Briaud Financial Planning bought 11,582 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q3 2026, an estimated $436K.
Invesco Agriculture Commodity Strategy No K-1 ETF made up 5.25% of Briaud Financial Planning's portfolio in Q3 2026, its #5 holding.
Briaud Financial Planning first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q1 2026 and has held it in 3 quarters since.
20 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.