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

Estate Counselors’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
Q1 		$248K Sell
14,325
-14,595
-50% -$220K 0.02% 92
2025
Q4 		$383K Sell
28,920
-4,045
-12% -$54.7K 0.03% 80
2025
Q3 		$443K Hold
32,965
– – 0.04% 80
2025
Q2 		$430K Sell
32,965
-990
-3% -$12.8K 0.04% 72
2025
Q1 		$463K Sell
33,955
-15,143
-31% -$204K 0.05% 79
2024
Q4 		$638K Hold
49,098
– – 0.07% 81
2024
Q3 		$659K Buy
49,098
+658
+1% +$8.87K 0.07% 87
2024
Q2 		$681K Buy
48,440
+265
+0.6% +$3.74K 0.07% 97
2024
Q1 		$668K Sell
48,175
-733,025
-94% -$9.84M 0.08% 93
2023
Q4 		$10.4M Buy
781,200
+770,730
+7,361% +$11M 1.28% 19
2023
Q3 		$157K Buy
+10,470
New +$153K 0.02% 121

Other funds holding PDBC

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return