Johnson Financial Group Inc (Wisconsin)’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	–	Sell	-88	Closed	-$1.17K	–	949
2025 Q4	$1.17K	Buy	+88	New	+$1.19K	﹤0.01%	881
2022 Q3	–	Sell	-1,335	Closed	-$24K	–	740
2022 Q2	$24K	Buy	1,335 +623	+88%	+$11.9K	﹤0.01%	458
2022 Q1	$13K	Buy	+712	New	+$11.5K	﹤0.01%	564

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PDBC Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q1 2026, closing a stake of 88 shares — an estimated $1.17K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PDBC in Q1 2022 and held it in 3 quarters. The position peaked at $24K in Q2 2022. 449 funds tracked by Wall St. Rank hold PDBC as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q1 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 88 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $1.17K.
Johnson Financial Group Inc (Wisconsin) 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 2022 and held it in 3 quarters.
Johnson Financial Group Inc (Wisconsin)'s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $24K in Q2 2022.
449 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 Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.