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

GHP Investment Advisors’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
2024 Q1	–	Sell	-182	Closed	-$2.42K	–	863
2023 Q4	$2.42K	Hold	182	–	–	﹤0.01%	752
2023 Q3	$2.71K	Hold	182	–	–	﹤0.01%	827
2023 Q2	$2.67K	Hold	182	–	–	﹤0.01%	814
2023 Q1	$2.59K	Hold	182	–	–	﹤0.01%	811
2022 Q4	$2.69K	Hold	182	–	–	﹤0.01%	814
2022 Q3	$3K	Buy	+182	New	+$3.12K	﹤0.01%	813

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GHP Investment Advisors's PDBC Position: Q1 2024 in Review

GHP Investment 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 2024, closing a stake of 182 shares — an estimated $2.42K sold.

GHP Investment Advisors first reported a position in PDBC in Q3 2022 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 393 funds tracked by Wall St. Rank hold PDBC as of Q1 2024.

GHP Investment 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 2024 after selling out during the quarter.
GHP Investment Advisors sold 182 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2024, an estimated $2.42K.
GHP Investment 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 2022 and held it in 6 quarters.
GHP Investment Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $3K in Q3 2022.
393 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 2024.

Based on GHP Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.