Carolinas Wealth Consulting’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
2025
Q2
Sell
-1,101
Closed -$15K 674
2025
Q1
$15K Buy
1,101
+569
+107% +$7.65K ﹤0.01% 484
2024
Q4
$6.91K Sell
532
-431
-45% -$5.81K ﹤0.01% 589
2024
Q3
$12.9K Sell
963
-3,701
-79% -$49.9K ﹤0.01% 530
2024
Q2
$65.5K Buy
4,664
+2,799
+150% +$39.5K 0.01% 332
2024
Q1
$25.9K Buy
1,865
+506
+37% +$6.79K 0.01% 456
2023
Q4
$18.1K Buy
+1,359
New +$19.5K ﹤0.01% 460

Other funds holding PDBC

Carolinas Wealth Consulting's PDBC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q2 2025, closing a stake of 1,101 shares — an estimated $15K sold.

Carolinas Wealth Consulting first reported a position in PDBC in Q4 2023 and held it in 6 quarters. The position peaked at $65.5K in Q2 2024. 384 funds tracked by Wall St. Rank hold PDBC as of Q2 2025.

  • Carolinas Wealth Consulting 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 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,101 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2025, an estimated $15K.
  • Carolinas Wealth Consulting first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q4 2023 and held it in 6 quarters.
  • Carolinas Wealth Consulting's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $65.5K in Q2 2024.
  • 384 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 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.