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

HHM Wealth 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
2025 Q3	–	Sell	-2,482	Closed	-$32.4K	–	911
2025 Q2	$32.4K	Buy	+2,482	New	+$32K	﹤0.01%	439
2022 Q4	–	Sell	-6,823	Closed	-$110K	–	727
2022 Q3	$110K	Sell	6,823 -5,211	-43%	-$89.4K	0.03%	159
2022 Q2	$217K	Sell	12,034 -6,885	-36%	-$131K	0.06%	125
2022 Q1	$334K	Buy	+18,919	New	+$305K	0.08%	103

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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 22.9% 1-Year Est. Return

HHM Wealth Advisors's PDBC Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q3 2025, closing a stake of 2,482 shares — an estimated $32.4K sold.

HHM Wealth Advisors first reported a position in PDBC in Q1 2022 and held it in 4 quarters. The position peaked at $334K in Q1 2022. 363 funds tracked by Wall St. Rank hold PDBC as of Q3 2025.

HHM Wealth 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 Q3 2025 after selling out during the quarter.
HHM Wealth Advisors sold 2,482 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q3 2025, an estimated $32.4K.
HHM Wealth 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 Q1 2022 and held it in 4 quarters.
HHM Wealth Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $334K in Q1 2022.
363 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 Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.