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

Insight 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 Q2	$632K	Sell	39,779 -3,665	-8%	-$64.3K	0.11%	117
2026 Q1	$752K	Sell	43,444 -1,431	-3%	-$21.6K	0.14%	95
2025 Q4	$595K	Buy	44,875 +1,323	+3%	+$17.9K	0.09%	144
2025 Q3	$585K	Buy	43,552 +2,274	+6%	+$30.2K	0.09%	142
2025 Q2	$538K	Sell	41,278 -2,108	-5%	-$27.2K	0.09%	147
2025 Q1	$591K	Buy	43,386 +1,140	+3%	+$15.3K	0.1%	130
2024 Q4	$546K	Sell	42,246 -567	-1%	-$7.65K	0.09%	150
2024 Q3	$575K	Buy	42,813 +4,196	+11%	+$56.5K	0.1%	143
2024 Q2	$543K	Buy	38,617 +2,107	+6%	+$29.8K	0.1%	141
2024 Q1	$506K	Buy	36,510 +4,295	+13%	+$57.7K	0.1%	155
2023 Q4	$428K	Buy	32,215 +292	+0.9%	+$4.18K	0.09%	164
2023 Q3	$477K	Buy	31,923 +874	+3%	+$12.8K	0.11%	146
2023 Q2	$422K	Buy	31,049 +1,833	+6%	+$25.5K	0.09%	162
2023 Q1	$415K	Buy	29,216 +3,240	+12%	+$46.5K	0.1%	178
2022 Q4	$374K	Buy	25,976 +99	+0.4%	+$1.65K	0.13%	209
2022 Q3	$419K	Buy	25,877 +1,287	+5%	+$22.1K	0.16%	163
2022 Q2	$414K	Buy	24,590 +3,569	+17%	+$67.9K	0.14%	186
2022 Q1	$371K	Buy	21,021 +7,798	+59%	+$126K	0.11%	222
2021 Q4	$186K	Buy	13,223 +82	+0.6%	+$1.61K	0.05%	297
2021 Q3	$285K	Buy	+13,141	New	+$263K	0.09%	251

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 $3.37T AUM 44.26% 1-Year Est. Return

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

SWM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Insight Advisors's PDBC Position: Q2 2026 in Review

Insight Advisors reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 8.4% in Q2 2026, selling an estimated $64.3K and leaving 39,779 shares worth $632K. The position accounts for 0.11% of the portfolio, ranked #117.

Insight Advisors first reported a position in PDBC in Q3 2021 and has held it in 20 quarters since. The position peaked at $752K in Q1 2026. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

Insight Advisors held 39,779 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $632K as of Q2 2026.
Insight Advisors sold 3,665 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $64.3K.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.11% of Insight Advisors's portfolio in Q2 2026, its #117 holding.
Insight 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 Q3 2021 and has held it in 20 quarters since.
Insight Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $752K in Q1 2026.
446 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 Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.