DecisionPoint Financial’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

DecisionPoint Financial’s Portfolio PDBC Stock Details PDBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.02K	Hold	308	–	–	﹤0.01%	266
2026 Q2	$4.86K	Hold	308	–	–	﹤0.01%	239
2026 Q1	$5.34K	Hold	308	–	–	﹤0.01%	216
2025 Q4	$4.08K	Hold	308	–	–	﹤0.01%	270
2025 Q3	$4.13K	Hold	308	–	–	﹤0.01%	185
2025 Q2	$4.04K	Hold	308	–	–	﹤0.01%	191
2025 Q1	$4.2K	Hold	308	–	–	﹤0.01%	184
2024 Q4	$4K	Hold	308	–	–	﹤0.01%	197
2024 Q3	$4.14K	Hold	308	–	–	﹤0.01%	191
2024 Q2	$4.19K	Hold	308	–	–	﹤0.01%	186
2024 Q1	$4.4K	Hold	308	–	–	﹤0.01%	200
2023 Q4	$4.1K	Buy	308 +295	+2,269%	+$4.23K	﹤0.01%	156
2023 Q3	$195	Buy	+13	New	+$190	﹤0.01%	236

Other funds holding PDBC

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

DecisionPoint Financial's PDBC Position: Q3 2026 in Review

DecisionPoint Financial held its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) position steady in Q3 2026 at 308 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

DecisionPoint Financial first reported a position in PDBC in Q3 2023 and has held it in 13 quarters since. 156 funds tracked by Wall St. Rank hold PDBC as of Q3 2026.

DecisionPoint Financial held 308 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $6.02K as of Q3 2026.
DecisionPoint Financial left its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF share count unchanged in Q3 2026.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #266 holding.
DecisionPoint Financial 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 2023 and has held it in 13 quarters since.
156 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 DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.