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
Bought
Maintained
Sold
Other funds holding PDBC
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. 86 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.
- 86 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.