Brown Miller Wealth Management’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
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-31,838
Closed -$453K 125
2023
Q1
$453K Buy
31,838
+2,612
+9% +$37.5K 0.27% 69
2022
Q4
$432K Buy
29,226
+11,477
+65% +$191K 0.27% 75
2022
Q3
$287K Buy
+17,749
New +$305K 0.2% 95

Other funds holding PDBC

Brown Miller Wealth Management's PDBC Position: Q2 2023 in Review

Brown Miller Wealth Management sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q2 2023, closing a stake of 31,838 shares — an estimated $453K sold.

Brown Miller Wealth Management first reported a position in PDBC in Q3 2022 and held it in 3 quarters. The position peaked at $453K in Q1 2023. 394 funds tracked by Wall St. Rank hold PDBC as of Q2 2023.

  • Brown Miller Wealth Management reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q2 2023 after selling out during the quarter.
  • Brown Miller Wealth Management sold 31,838 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2023, an estimated $453K.
  • Brown Miller Wealth Management first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q3 2022 and held it in 3 quarters.
  • Brown Miller Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $453K in Q1 2023.
  • 394 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 2023.

Based on Brown Miller Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.