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

Hobbs Group 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
2024 Q4	–	Sell	-46	Closed	-$621	–	473
2024 Q3	$621	Hold	46	–	–	﹤0.01%	626
2024 Q2	$650	Buy	+46	New	+$650	﹤0.01%	585
2023 Q4	$522	Buy	+39	New	+$559	﹤0.01%	524

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

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

SWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFP

Briaud Financial Planning College Station, Texas $380M AUM 33.84% 1-Year Est. Return

Hobbs Group Advisors's PDBC Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q4 2024, closing a stake of 46 shares — an estimated $621 sold.

Hobbs Group Advisors first reported a position in PDBC in Q4 2023 and held it in 3 quarters. The position peaked at $650 in Q2 2024. 413 funds tracked by Wall St. Rank hold PDBC as of Q4 2024.

Hobbs Group 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 Q4 2024 after selling out during the quarter.
Hobbs Group Advisors sold 46 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q4 2024, an estimated $621.
Hobbs Group 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 Q4 2023 and held it in 3 quarters.
Hobbs Group Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $650 in Q2 2024.
413 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 Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.