EP Wealth Advisors’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
Other funds holding PDBC
SWM
EP Wealth Advisors's PDBC Position: Q2 2026 in Review
EP Wealth Advisors increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 1,737% in Q2 2026, buying an estimated $16.6M and bringing the position to 999,735 shares worth $15.9M. The position accounts for 0.06% of the portfolio, ranked #210.
EP Wealth Advisors first reported a position in PDBC in Q4 2025 and has held it in 3 quarters since. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.
- EP Wealth Advisors held 999,735 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $15.9M as of Q2 2026.
- EP Wealth Advisors bought 945,317 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $16.6M.
- Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.06% of EP Wealth Advisors's portfolio in Q2 2026, its #210 holding.
- EP Wealth Advisors first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q4 2025 and has held it in 3 quarters since.
- 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.