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 Q2	$4.86K	Hold	308	–	–	﹤0.01%	239
2026 Q1	$5.33K	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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

DecisionPoint Financial's PDBC Position: Q2 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 Q2 2026 at 308 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

DecisionPoint Financial first reported a position in PDBC in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.33K in Q1 2026. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 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 $4.86K as of Q2 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 Q2 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 Q2 2026, its #239 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 12 quarters since.
DecisionPoint Financial's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $5.33K in Q1 2026.
446 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 Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.