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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
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

PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
BFP
Briaud Financial Planning College Station, Texas $380M AUM 33.84% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Planning Group's PDBA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) stake by 34% in Q2 2026, selling an estimated $1.05K and leaving 56 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Cornerstone Planning Group first reported a position in PDBA in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.22K in Q1 2026. 63 funds tracked by Wall St. Rank hold PDBA as of Q2 2026.

  • Cornerstone Planning Group held 56 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $2.11K as of Q2 2026.
  • Cornerstone Planning Group sold 29 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $1.05K.
  • Invesco Agriculture Commodity Strategy No K-1 ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1316 holding.
  • Cornerstone Planning Group first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Planning Group's Invesco Agriculture Commodity Strategy No K-1 ETF position peaked at $3.22K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.