Cornerstone Planning Group’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
2026
Q3
– Sell
-122
Closed -$2.17K – 1246
2026
Q2
$2.17K Hold
122
– – ﹤0.01% 1307
2026
Q1
$2.27K Hold
122
– – ﹤0.01% 1275
2025
Q4
$1.81K Buy
+122
New +$1.65K ﹤0.01% 1212
2024
Q3
– Sell
-106
Closed -$1.4K – 1347
2024
Q2
$1.4K Buy
106
+40
+61% +$565 ﹤0.01% 868
2024
Q1
$921 Buy
+66
New +$886 ﹤0.01% 797

Other funds holding PDBC

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

Cornerstone Planning Group sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q3 2026, closing a stake of 122 shares — an estimated $2.17K sold.

Cornerstone Planning Group first reported a position in PDBC in Q1 2024 and held it in 5 quarters. The position peaked at $2.27K in Q1 2026. 121 funds tracked by Wall St. Rank hold PDBC as of Q3 2026.

  • Cornerstone Planning Group 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 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 122 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q3 2026, an estimated $2.17K.
  • Cornerstone Planning Group first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q1 2024 and held it in 5 quarters.
  • Cornerstone Planning Group's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $2.27K in Q1 2026.
  • 121 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 2026.

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