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

Key Client Fiduciary 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 		$506K Buy
31,870
+1,135
+4% +$19.9K 0.15% 133
2026
Q1 		$532K Sell
30,735
-604
-2% -$9.13K 0.18% 116
2025
Q4 		$415K Buy
31,339
+3,123
+11% +$42.2K 0.14% 125
2025
Q3 		$379K Buy
28,216
+1,504
+6% +$19.9K 0.13% 141
2025
Q2 		$348K Buy
26,712
+400
+2% +$5.16K 0.14% 141
2025
Q1 		$359K Buy
26,312
+1,757
+7% +$23.6K 0.17% 130
2024
Q4 		$319K Buy
24,555
+1,195
+5% +$16.1K 0.14% 141
2024
Q3 		$314K Buy
23,360
+822
+4% +$11.1K 0.14% 144
2024
Q2 		$317K Buy
22,538
+5,774
+34% +$81.6K 0.16% 137
2024
Q1 		$233K Buy
16,764
+235
+1% +$3.15K 0.12% 154
2023
Q4 		$220K Buy
16,529
+897
+6% +$12.9K 0.13% 159
2023
Q3 		$234K Buy
15,632
+1,899
+14% +$27.8K 0.14% 148
2023
Q2 		$187K Buy
13,733
+1,556
+13% +$21.6K 0.11% 168
2023
Q1 		$173K Buy
12,177
+608
+5% +$8.73K 0.11% 160
2022
Q4 		$171K Buy
+11,569
New +$193K 0.12% 151

Other funds holding PDBC

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
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