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 Q3	$987K	Buy	26,268 +249	+1%	+$9.37K	0.61%	32
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Guild Investment Management Los Angeles, California $157M AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Hegarty Advisors's PDBA Position: Q3 2026 in Review

Hegarty Advisors increased its Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) stake by 0.96% in Q3 2026, buying an estimated $9.37K and bringing the position to 26,268 shares worth $987K. The position accounts for 0.61% of the portfolio, ranked #32.

Hegarty Advisors first reported a position in PDBA in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2025. 50 funds tracked by Wall St. Rank hold PDBA as of Q3 2026.

Hegarty Advisors held 26,268 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $987K as of Q3 2026.
Hegarty Advisors bought 249 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q3 2026, an estimated $9.37K.
Invesco Agriculture Commodity Strategy No K-1 ETF made up 0.61% of Hegarty Advisors's portfolio in Q3 2026, its #32 holding.
Hegarty Advisors first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q4 2025 and has held it in 4 quarters since.
Hegarty Advisors's Invesco Agriculture Commodity Strategy No K-1 ETF position peaked at $1.01M in Q4 2025.
50 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.