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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
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

PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Briaud Financial Planning's PDBA Position: Q2 2026 in Review

Briaud Financial Planning increased its Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) stake by 4.5% in Q2 2026, buying an estimated $984K and bringing the position to 621,833 shares worth $22.1M. The position accounts for 5.83% of the portfolio, ranked #4.

Briaud Financial Planning first reported a position in PDBA in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold PDBA as of Q2 2026.

  • Briaud Financial Planning held 621,833 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $22.1M as of Q2 2026.
  • Briaud Financial Planning bought 27,050 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $984K.
  • Invesco Agriculture Commodity Strategy No K-1 ETF made up 5.83% of Briaud Financial Planning's portfolio in Q2 2026, its #4 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 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.