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

Integrated Investment Consultants’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
-25,444
Closed -$25.4K – 359
2024
Q3 		$25.4K Buy
+25,444
New +$343K 0.01% 327

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Empower Advisory Group
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Morgan Stanley
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SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Integrated Investment Consultants's PDBC Position: Q4 2024 in Review

Integrated Investment Consultants 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 25,444 shares — an estimated $25.4K sold.

Integrated Investment Consultants first reported a position in PDBC in Q3 2024 and held it in 1 quarter. The position peaked at $25.4K in Q3 2024. 412 funds tracked by Wall St. Rank hold PDBC as of Q4 2024.

  • Integrated Investment Consultants 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.
  • Integrated Investment Consultants sold 25,444 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q4 2024, an estimated $25.4K.
  • Integrated Investment Consultants 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 2024 and held it in 1 quarter.
  • Integrated Investment Consultants's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $25.4K in Q3 2024.
  • 412 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 Integrated Investment Consultants's 13F filing for Q4 2024, filed 15 Jan 2025.