Hilltop National Bank’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Hilltop National Bank’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	$3.22K	Buy	203 +175	+625%	+$3.07K	﹤0.01%	750
2026 Q1	$485	Sell	28 -84	-75%	-$1.27K	﹤0.01%	782
2025 Q4	$1.48K	Hold	112	–	–	﹤0.01%	753
2025 Q3	$1.5K	Hold	112	–	–	﹤0.01%	760
2025 Q2	$1.46K	Buy	+112	New	+$1.45K	﹤0.01%	759
2024 Q4	$1.46K	Hold	112	–	–	﹤0.01%	744
2024 Q3	$1.5K	Sell	112 -160	-59%	-$2.16K	﹤0.01%	784
2024 Q2	$3.82K	Hold	272	–	–	﹤0.01%	738
2024 Q1	$3.77K	Buy	+272	New	+$3.65K	﹤0.01%	710

Other funds holding PDBC

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

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return