CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio PDBC Stock Details PDBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$230K	Hold	14,515	–	–	﹤0.01%	249
2026 Q1	$251K	Sell	14,515 -1,537	-10%	-$23.2K	﹤0.01%	220
2025 Q4	$213K	Buy	+16,052	New	+$217K	﹤0.01%	209

Other funds holding PDBC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's PDBC Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) position steady in Q2 2026 at 14,515 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PDBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $251K in Q1 2026. 445 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 14,515 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $230K as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors left its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF share count unchanged in Q2 2026.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up ﹤0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #249 holding.
CLA (CliftonLarsonAllen) Wealth Advisors 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 2025 and has held it in 3 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $251K in Q1 2026.
445 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 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.