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 PDBC Position: Q2 2026 in Review

Briaud Financial Planning reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 40% in Q2 2026, selling an estimated $19.9M and leaving 1,672,011 shares worth $26.6M. The position accounts for 6.98% of the portfolio, ranked #3.

Briaud Financial Planning first reported a position in PDBC in Q1 2024 and has held it in 10 quarters since. The position peaked at $48.6M in Q1 2026. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

• Briaud Financial Planning held 1,672,011 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $26.6M as of Q2 2026.
• Briaud Financial Planning sold 1,135,150 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $19.9M.
• Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 6.98% of Briaud Financial Planning's portfolio in Q2 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 10 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.
• 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 Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.