Gradient Capital 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
2025
Q2
– Sell
-16,488
Closed -$225K – 166
2025
Q1
$225K Buy
16,488
+642
+4% +$8.63K 0.07% 150
2024
Q4
$206K Buy
+15,846
New +$214K 0.07% 148
2024
Q2
– Sell
-14,326
Closed -$199K – 142
2024
Q1
$199K Buy
14,326
+3,637
+34% +$48.8K 0.07% 138
2023
Q4
$142K Buy
10,689
+397
+4% +$5.69K 0.05% 141
2023
Q3
$154K Buy
+10,292
New +$151K 0.06% 135

Other funds holding PDBC

Gradient Capital Advisors's PDBC Position: Q2 2025 in Review

Gradient Capital Advisors sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q2 2025, closing a stake of 16,488 shares — an estimated $225K sold.

Gradient Capital Advisors first reported a position in PDBC in Q3 2023 and held it in 5 quarters. The position peaked at $225K in Q1 2025. 385 funds tracked by Wall St. Rank hold PDBC as of Q2 2025.

  • Gradient Capital 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 Q2 2025 after selling out during the quarter.
  • Gradient Capital Advisors sold 16,488 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2025, an estimated $225K.
  • Gradient Capital 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 2023 and held it in 5 quarters.
  • Gradient Capital Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $225K in Q1 2025.
  • 385 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 2025.

Based on Gradient Capital Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.