JWA
PDBC icon

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

JFS Wealth 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 		$5.56K Hold
350
– – ﹤0.01% 1239
2026
Q1 		$6.06K Hold
350
– – ﹤0.01% 1125
2025
Q4 		$4.64K Hold
350
– – ﹤0.01% 1266
2025
Q3 		$4.7K Hold
350
– – ﹤0.01% 1139
2025
Q2 		$4.56K Sell
350
-15,000
-98% -$194K ﹤0.01% 1117
2025
Q1 		$209K Sell
15,350
-450
-3% -$6.05K 0.01% 301
2024
Q4 		$205K Hold
15,800
– – 0.01% 285
2024
Q3 		$212K Buy
15,800
+15,350
+3,411% +$207K 0.01% 284
2024
Q2 		$6.32K Sell
450
-424
-49% -$5.99K ﹤0.01% 965
2024
Q1 		$12.1K Buy
874
+450
+106% +$6.04K ﹤0.01% 759
2023
Q4 		$5.64K Sell
424
-253
-37% -$3.63K ﹤0.01% 1008
2023
Q3 		$10.1K Buy
677
+253
+60% +$3.71K ﹤0.01% 724
2023
Q2 		$5.77K Buy
+424
New +$5.9K ﹤0.01% 932
2022
Q1 		– Sell
-383
Closed -$5K – 1926
2021
Q4 		$5K Buy
+383
New +$7.54K ﹤0.01% 810
2018
Q4 		– Sell
-37
Closed -$1K – 515
2018
Q3 		$1K Hold
37
– – ﹤0.01% 510
2018
Q2 		$1K Hold
37
– – ﹤0.01% 444
2018
Q1 		$1K Hold
37
– – ﹤0.01% 502
2017
Q4 		$1K Hold
37
– – ﹤0.01% 509
2017
Q3 		$1K Hold
37
– – ﹤0.01% 431
2017
Q2 		$1K Hold
37
– – ﹤0.01% 405
2017
Q1 		$1K Hold
37
– – ﹤0.01% 426
2016
Q4 		$1K Buy
+37
New +$649 ﹤0.01% 426

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SWM
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PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return