Castleview Partners’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

Castleview Partners’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 Q3	$329K	Buy	8,770 +40	+0.5%	+$1.5K	0.14%	153
2026 Q2	$311K	Buy	8,730 +1,027	+13%	+$37.3K	0.14%	161
2026 Q1	$281K	Buy	7,703 +426	+6%	+$14.8K	0.14%	156
2025 Q4	$247K	Sell	7,277 -647	-8%	-$22.7K	0.12%	165
2025 Q3	$283K	Buy	7,924 +454	+6%	+$16.1K	0.15%	138
2025 Q2	$260K	Sell	7,470 -37	-0.5%	-$1.32K	0.17%	144
2025 Q1	$264K	Buy	7,507 +3,121	+71%	+$112K	0.18%	141
2024 Q4	$155K	Buy	4,386 +1,128	+35%	+$42.2K	0.08%	209
2024 Q3	$123K	Buy	3,258 +982	+43%	+$34.7K	0.07%	211
2024 Q2	$78.3K	Buy	2,276 +443	+24%	+$15.9K	0.04%	264
2024 Q1	$65.5K	Buy	+1,833	New	+$58.4K	0.04%	309

Other funds holding PDBA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Castleview Partners's PDBA Position: Q3 2026 in Review

Castleview Partners increased its Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) stake by 0.46% in Q3 2026, buying an estimated $1.5K and bringing the position to 8,770 shares worth $329K. The position accounts for 0.14% of the portfolio, ranked #153.

Castleview Partners first reported a position in PDBA in Q1 2024 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold PDBA as of Q3 2026.

Castleview Partners held 8,770 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $329K as of Q3 2026.
Castleview Partners bought 40 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q3 2026, an estimated $1.5K.
Invesco Agriculture Commodity Strategy No K-1 ETF made up 0.14% of Castleview Partners's portfolio in Q3 2026, its #153 holding.
Castleview Partners first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q1 2024 and has held it in 11 quarters since.
24 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.