JFG Wealth Management’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PDBC
SWM
JFG Wealth Management's PDBC Position: Q3 2025 in Review
JFG Wealth Management reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 5% in Q3 2025, selling an estimated $215K and leaving 307,945 shares worth $4.14M. The position accounts for 0.81% of the portfolio, ranked #11.
JFG Wealth Management first reported a position in PDBC in Q3 2022 and has held it in 13 quarters since. The position peaked at $7.46M in Q1 2025. 362 funds tracked by Wall St. Rank hold PDBC as of Q3 2025.
- JFG Wealth Management held 307,945 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $4.14M as of Q3 2025.
- JFG Wealth Management sold 16,225 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q3 2025, an estimated $215K.
- Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.81% of JFG Wealth Management's portfolio in Q3 2025, its #11 holding.
- JFG Wealth Management 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 2022 and has held it in 13 quarters since.
- JFG Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $7.46M in Q1 2025.
- 362 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 2025.
Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.