Cypress Point 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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-94
Closed -$2K 116
2021
Q3
$2K Buy
+94
New +$1.88K ﹤0.01% 139

Other funds holding PDBC

Cypress Point Wealth Management's PDBC Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q4 2021, closing a stake of 94 shares — an estimated $2K sold.

Cypress Point Wealth Management first reported a position in PDBC in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 360 funds tracked by Wall St. Rank hold PDBC as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 94 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q4 2021, an estimated $2K.
  • Cypress Point 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 Q3 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $2K in Q3 2021.
  • 360 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 Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.