Forvis Mazars 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
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-14,278
Closed -$201K 305
2021
Q4
$201K Buy
14,278
+3,541
+33% +$69.7K 0.01% 281
2021
Q3
$226K Buy
+10,737
New +$215K 0.01% 254

Other funds holding PDBC

Forvis Mazars Wealth Advisors's PDBC Position: Q1 2022 in Review

Forvis Mazars Wealth Advisors sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q1 2022, closing a stake of 14,278 shares — an estimated $201K sold.

Forvis Mazars Wealth Advisors first reported a position in PDBC in Q3 2021 and held it in 2 quarters. The position peaked at $226K in Q3 2021. 429 funds tracked by Wall St. Rank hold PDBC as of Q1 2022.

  • Forvis Mazars Wealth Advisors reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q1 2022 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 14,278 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2022, an estimated $201K.
  • Forvis Mazars 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 Q3 2021 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $226K in Q3 2021.
  • 429 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 2022.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2022, filed 10 May 2022.