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Diversify 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

Diversify Wealth Management’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
2024
Q4 		– Sell
-19,634
Closed -$269K – 533
2024
Q3 		$269K Buy
+19,634
New +$265K 0.03% 417

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Diversify Wealth Management's PDBC Position: Q4 2024 in Review

Diversify 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 2024, closing a stake of 19,634 shares — an estimated $269K sold.

Diversify Wealth Management first reported a position in PDBC in Q3 2024 and held it in 1 quarter. The position peaked at $269K in Q3 2024. 412 funds tracked by Wall St. Rank hold PDBC as of Q4 2024.

  • Diversify 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 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 19,634 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q4 2024, an estimated $269K.
  • Diversify 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 2024 and held it in 1 quarter.
  • Diversify Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $269K in Q3 2024.
  • 412 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 2024.

Based on Diversify Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.