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

IronBridge Private Wealth’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	$4.11M	Buy	259,022 +4,228	+2%	+$74.2K	1.35%	21
2026 Q1	$4.41M	Buy	+254,794	New	+$3.85M	1.42%	22
2021 Q4	–	Sell	-299,437	Closed	-$6.3M	–	324
2021 Q3	$6.3M	Buy	299,437 +299,330	+279,748%	+$6M	3.39%	10
2021 Q2	$2K	Hold	107	–	–	﹤0.01%	255
2021 Q1	$2K	Buy	+107	New	+$1.8K	﹤0.01%	256

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

IronBridge Private Wealth's PDBC Position: Q2 2026 in Review

IronBridge Private Wealth increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 1.7% in Q2 2026, buying an estimated $74.2K and bringing the position to 259,022 shares worth $4.11M. The position accounts for 1.35% of the portfolio, ranked #21.

IronBridge Private Wealth first reported a position in PDBC in Q1 2021 and has held it in 5 quarters since. The position peaked at $6.3M in Q3 2021. 445 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

IronBridge Private Wealth held 259,022 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $4.11M as of Q2 2026.
IronBridge Private Wealth bought 4,228 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $74.2K.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 1.35% of IronBridge Private Wealth's portfolio in Q2 2026, its #21 holding.
IronBridge Private Wealth first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q1 2021 and has held it in 5 quarters since.
IronBridge Private Wealth's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $6.3M in Q3 2021.
445 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 IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.