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 Q1	$3.22K	Buy	+85	New	+$2.96K	﹤0.01%	1200

Other funds holding PDBA

Briaud Financial Planning College Station, Texas $381M AUM 37.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

Perissos Private Wealth Management Bethany, Oklahoma $115M AUM 18.9% 1-Year Est. Return

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $223M AUM

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return

Cornerstone Planning Group's PDBA Position: Q1 2026 in Review

Cornerstone Planning Group opened a new position in Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) in Q1 2026: 85 shares worth $3.22K. The stake represents ﹤0.01% of the portfolio and ranks #1200 among its holdings.

49 funds tracked by Wall St. Rank hold PDBA as of Q1 2026.

Cornerstone Planning Group held 85 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $3.22K as of Q1 2026.
Invesco Agriculture Commodity Strategy No K-1 ETF was a new Cornerstone Planning Group position in Q1 2026.
Invesco Agriculture Commodity Strategy No K-1 ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1200 holding.
49 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.