Cornerstone Planning Group
PDBA icon

Cornerstone Planning Group’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

Cornerstone Planning Group’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 		– Sell
-56
Closed -$2.11K – 1245
2026
Q2 		$2.11K Sell
56
-29
-34% -$1.05K ﹤0.01% 1316
2026
Q1 		$3.22K Buy
+85
New +$2.96K ﹤0.01% 1200

Other funds holding PDBA

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Cornerstone Planning Group's PDBA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) in Q3 2026, closing a stake of 56 shares — an estimated $2.11K sold.

Cornerstone Planning Group first reported a position in PDBA in Q1 2026 and held it in 2 quarters. The position peaked at $3.22K in Q1 2026. 18 funds tracked by Wall St. Rank hold PDBA as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Invesco Agriculture Commodity Strategy No K-1 ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 56 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q3 2026, an estimated $2.11K.
  • Cornerstone Planning Group first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Invesco Agriculture Commodity Strategy No K-1 ETF position peaked at $3.22K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.