Concord Wealth Partners’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
2022
Q3
Sell
-571
Closed -$10K 838
2022
Q2
$10K Buy
+571
New +$10.9K ﹤0.01% 693

Other funds holding PDBC

Concord Wealth Partners's PDBC Position: Q3 2022 in Review

Concord Wealth Partners sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q3 2022, closing a stake of 571 shares — an estimated $10K sold.

Concord Wealth Partners first reported a position in PDBC in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 439 funds tracked by Wall St. Rank hold PDBC as of Q3 2022.

  • Concord Wealth Partners reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 571 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q3 2022, an estimated $10K.
  • Concord Wealth Partners first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2022 and held it in 1 quarter.
  • Concord Wealth Partners's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $10K in Q2 2022.
  • 439 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 Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.