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

IFS 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
2026 Q3	$90.7K	Hold	4,700	–	–	0.03%	166
2026 Q2	$74.6K	Hold	4,700	–	–	0.04%	50
2026 Q1	$81.4K	Hold	4,700	–	–	0.04%	43
2025 Q4	$62.3K	Hold	4,700	–	–	0.03%	42
2025 Q3	$63.1K	Hold	4,700	–	–	0.04%	41
2025 Q2	$61.3K	Hold	4,700	–	–	0.05%	35
2025 Q1	$64.1K	Hold	4,700	–	–	0.05%	38
2024 Q4	$61.1K	Hold	4,700	–	–	0.05%	38
2024 Q3	$63.1K	Hold	4,700	–	–	0.05%	26
2024 Q2	$66K	Hold	4,700	–	–	0.06%	25
2024 Q1	$65.2K	Hold	4,700	–	–	0.06%	25
2023 Q4	$62.5K	Hold	4,700	–	–	0.07%	23
2023 Q3	$70.3K	Hold	4,700	–	–	0.13%	18
2023 Q2	$63.9K	Hold	4,700	–	–	0.16%	18
2023 Q1	$66.8K	Hold	4,700	–	–	0.27%	15
2022 Q4	$69.5K	Hold	4,700	–	–	0.12%	17
2022 Q3	$76K	Hold	4,700	–	–	0.14%	17
2022 Q2	$84K	Buy	4,700 +2,600	+124%	+$49.5K	0.22%	13
2022 Q1	$37K	Buy	2,100 +800	+62%	+$12.9K	0.03%	27
2021 Q4	$18K	Buy	+1,300	New	+$25.6K	0.01%	55

Other funds holding PDBC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

LWPC

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

IFS Advisors's PDBC Position: Q3 2026 in Review

IFS Advisors held its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) position steady in Q3 2026 at 4,700 shares worth $90.7K. The position accounts for 0.03% of the portfolio, ranked #166.

IFS Advisors first reported a position in PDBC in Q4 2021 and has held it in 20 quarters since. 71 funds tracked by Wall St. Rank hold PDBC as of Q3 2026.

IFS Advisors held 4,700 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $90.7K as of Q3 2026.
IFS Advisors left its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF share count unchanged in Q3 2026.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.03% of IFS Advisors's portfolio in Q3 2026, its #166 holding.
IFS 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 2021 and has held it in 20 quarters since.
71 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 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.