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

Destiny Wealth Partners’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
2025 Q2	–	Sell	-703,707	Closed	-$9.59M	–	199
2025 Q1	$9.59M	Buy	+703,707	New	+$9.46M	1.52%	21
2023 Q1	–	Sell	-1,418	Closed	-$21K	–	496
2022 Q4	$21K	Buy	+1,418	New	+$23.6K	﹤0.01%	394
2021 Q2	–	Sell	-535	Closed	-$9K	–	405
2021 Q1	$9K	Buy	+535	New	+$9K	﹤0.01%	419

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SWM

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Destiny Wealth Partners's PDBC Position: Q2 2025 in Review

Destiny Wealth Partners sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q2 2025, closing a stake of 703,707 shares — an estimated $9.59M sold.

Destiny Wealth Partners first reported a position in PDBC in Q1 2021 and held it in 3 quarters. The position peaked at $9.59M in Q1 2025. 384 funds tracked by Wall St. Rank hold PDBC as of Q2 2025.

Destiny Wealth Partners reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q2 2025 after selling out during the quarter.
Destiny Wealth Partners sold 703,707 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2025, an estimated $9.59M.
Destiny Wealth Partners 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 2021 and held it in 3 quarters.
Destiny Wealth Partners's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $9.59M in Q1 2025.
384 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 2025.

Based on Destiny Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.