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

Gladwyn Financial 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
2026 Q2	$3.47M	Buy	218,434 +20,643	+10%	+$362K	2.17%	18
2026 Q1	$3.43M	Sell	197,791 -43,861	-18%	-$663K	2.38%	16
2025 Q4	$3.2M	Buy	241,652 +19,304	+9%	+$261K	2.25%	18
2025 Q3	$2.99M	Buy	222,348 +12,952	+6%	+$172K	2.14%	19
2025 Q2	$2.73M	Buy	+209,396	New	+$2.7M	2.11%	19

Other funds holding PDBC

SWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

Gladwyn Financial Advisors's PDBC Position: Q2 2026 in Review

Gladwyn Financial Advisors increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 10% in Q2 2026, buying an estimated $362K and bringing the position to 218,434 shares worth $3.47M. The position accounts for 2.17% of the portfolio, ranked #18.

Gladwyn Financial Advisors first reported a position in PDBC in Q2 2025 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

Gladwyn Financial Advisors held 218,434 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $3.47M as of Q2 2026.
Gladwyn Financial Advisors bought 20,643 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $362K.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 2.17% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #18 holding.
Gladwyn Financial 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 Q2 2025 and has held it in 5 quarters since.
109 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 Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.