Evergreen Wealth Solutions’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
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$493K Sell
28,454
-295
-1% -$4.46K 0.03% 252
2025
Q4
$381K Sell
28,749
-1,226
-4% -$16.6K 0.05% 142
2025
Q3
$403K Sell
29,975
-775
-3% -$10.3K 0.23% 74
2025
Q2
$401K Buy
+30,750
New +$397K 0.24% 76

Other funds holding PDBC

Evergreen Wealth Solutions's PDBC Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 1% in Q1 2026, selling an estimated $4.46K and leaving 28,454 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #252.

Evergreen Wealth Solutions first reported a position in PDBC in Q2 2025 and has held it in 4 quarters since. 445 funds tracked by Wall St. Rank hold PDBC as of Q1 2026.

  • Evergreen Wealth Solutions held 28,454 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $493K as of Q1 2026.
  • Evergreen Wealth Solutions sold 295 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $4.46K.
  • Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #252 holding.
  • Evergreen Wealth Solutions first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2025 and has held it in 4 quarters since.
  • 445 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 Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.