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Hegarty Advisors’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

Hegarty Advisors’s Portfolio PDBA Stock Details PDBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$927K Sell
26,019
-338
-1% -$12.3K 0.64% 33
2026
Q1 		$961K Sell
26,357
-3,453
-12% -$120K 0.76% 31
2025
Q4 		$1.01M Buy
+29,810
New +$1.04M 0.88% 25

Other funds holding PDBA

BFP
Briaud Financial Planning College Station, Texas $380M AUM 33.84% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return
PGF
Plan Group Financial Oklahoma City, Oklahoma $486M AUM 23.53% 1-Year Est. Return

Hegarty Advisors's PDBA Position: Q2 2026 in Review

Hegarty Advisors reduced its Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) stake by 1.3% in Q2 2026, selling an estimated $12.3K and leaving 26,019 shares worth $927K. The position accounts for 0.64% of the portfolio, ranked #33.

Hegarty Advisors first reported a position in PDBA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 37 funds tracked by Wall St. Rank hold PDBA as of Q2 2026.

  • Hegarty Advisors held 26,019 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $927K as of Q2 2026.
  • Hegarty Advisors sold 338 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $12.3K.
  • Invesco Agriculture Commodity Strategy No K-1 ETF made up 0.64% of Hegarty Advisors's portfolio in Q2 2026, its #33 holding.
  • Hegarty Advisors first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q4 2025 and has held it in 3 quarters since.
  • Hegarty Advisors's Invesco Agriculture Commodity Strategy No K-1 ETF position peaked at $1.01M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.