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

Evergreen Wealth Solutions’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 Q2	$430K	Sell	24,210 -4,244	-15%	-$74.5K	0.02%	360
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

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

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

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

SWM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Evergreen Wealth Solutions's PDBC Position: Q2 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 15% in Q2 2026, selling an estimated $74.5K and leaving 24,210 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #360.

Evergreen Wealth Solutions first reported a position in PDBC in Q2 2025 and has held it in 5 quarters since. The position peaked at $493K in Q1 2026. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

Evergreen Wealth Solutions held 24,210 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $430K as of Q2 2026.
Evergreen Wealth Solutions sold 4,244 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $74.5K.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #360 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 5 quarters since.
Evergreen Wealth Solutions's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $493K in Q1 2026.
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 Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.