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 Q1	$21.7M	Buy	+594,783	New	+$20.7M	5.69%	5

Other funds holding PDBA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

Perissos Private Wealth Management Bethany, Oklahoma $115M AUM 18.9% 1-Year Est. Return

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $223M AUM

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Briaud Financial Planning's PDBA Position: Q1 2026 in Review

Briaud Financial Planning opened a new position in Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) in Q1 2026: 594,783 shares worth $21.7M. The stake represents 5.69% of the portfolio and ranks #5 among its holdings.

49 funds tracked by Wall St. Rank hold PDBA as of Q1 2026.

Briaud Financial Planning held 594,783 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $21.7M as of Q1 2026.
Invesco Agriculture Commodity Strategy No K-1 ETF was a new Briaud Financial Planning position in Q1 2026.
Invesco Agriculture Commodity Strategy No K-1 ETF made up 5.69% of Briaud Financial Planning's portfolio in Q1 2026, its #5 holding.
49 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.