Congress Wealth Management’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Congress Wealth Management's PDBC Position: Q2 2025 in Review

Congress Wealth Management reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 3.3% in Q2 2025, selling an estimated $54.7K and leaving 123,442 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #598.

Congress Wealth Management first reported a position in PDBC in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.55M in Q1 2022. 385 funds tracked by Wall St. Rank hold PDBC as of Q2 2025.

• Congress Wealth Management held 123,442 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $1.61M as of Q2 2025.
• Congress Wealth Management sold 4,239 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2025, an estimated $54.7K.
• Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #598 holding.
• Congress Wealth Management 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 2021 and has held it in 15 quarters since.
• Congress Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $4.55M in Q1 2022.
• 385 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 Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.