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Briaud Financial Planning’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Briaud Financial Planning’s Portfolio PDBC Stock Details PDBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$47.6M Buy
2,468,334
+796,323
+48% +$14.5M 10.51% 3
2026
Q2 		$26.6M Sell
1,672,011
-1,135,150
-40% -$19.9M 6.98% 3
2026
Q1 		$48.6M Buy
2,807,161
+37,873
+1% +$572K 12.75% 3
2025
Q4 		$36.7M Buy
2,769,288
+60,012
+2% +$812K 9.04% 5
2025
Q3 		$36.4M Buy
2,709,276
+169,001
+7% +$2.24M 11.89% 3
2025
Q2 		$33.1M Buy
2,540,275
+30,796
+1% +$397K 13.06% 4
2025
Q1 		$34.2M Sell
2,509,479
-298,880
-11% -$4.02M 13.59% 3
2024
Q4 		$36.5M Buy
2,808,359
+1,158,315
+70% +$15.6M 14.87% 3
2024
Q3 		$22.2M Buy
1,650,044
+496,745
+43% +$6.69M 11.44% 4
2024
Q2 		$16.2M Buy
1,153,299
+493,988
+75% +$6.98M 9.35% 4
2024
Q1 		$9.14M Buy
+659,311
New +$8.85M 5.2% 4

Other funds holding PDBC

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

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

Briaud Financial Planning increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 48% in Q3 2026, buying an estimated $14.5M and bringing the position to 2,468,334 shares worth $47.6M. The position accounts for 10.51% of the portfolio, ranked #3.

Briaud Financial Planning first reported a position in PDBC in Q1 2024 and has held it in 11 quarters since. The position peaked at $48.6M in Q1 2026. 85 funds tracked by Wall St. Rank hold PDBC as of Q3 2026.

  • Briaud Financial Planning held 2,468,334 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $47.6M as of Q3 2026.
  • Briaud Financial Planning bought 796,323 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q3 2026, an estimated $14.5M.
  • Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 10.51% of Briaud Financial Planning's portfolio in Q3 2026, its #3 holding.
  • Briaud Financial Planning 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 2024 and has held it in 11 quarters since.
  • Briaud Financial Planning's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $48.6M in Q1 2026.
  • 85 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 2026.

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