Carson Wealth (CWM LLC)
PDBA icon

Carson Wealth (CWM LLC)’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PDBA Stock Details PDBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.3K Buy
1,736
+134
+8% +$4.67K ﹤0.01% 3636
2025
Q4 		$54K Buy
1,602
+511
+47% +$17.9K ﹤0.01% 3552
2025
Q3 		$39K Buy
+1,091
New +$38.7K ﹤0.01% 3723

Other funds holding PDBA

BFP
Briaud Financial Planning College Station, Texas $380M AUM 33.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
PPWM
Perissos Private Wealth Management Bethany, Oklahoma $148M AUM 24.7% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PDBA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) stake by 8.4% in Q1 2026, buying an estimated $4.67K and bringing the position to 1,736 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3636.

Carson Wealth (CWM LLC) first reported a position in PDBA in Q3 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold PDBA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,736 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $63.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 134 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $4.67K.
  • Invesco Agriculture Commodity Strategy No K-1 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3636 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q3 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.