Kingsview 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

Kingsview Wealth Management’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
2025 Q4	–	Sell	-16,750	Closed	-$225K	–	1310
2025 Q3	$225K	Buy	+16,750	New	+$222K	﹤0.01%	1095
2025 Q1	–	Sell	-11,195	Closed	-$145K	–	1163
2024 Q4	$145K	Sell	11,195 -5,784	-34%	-$78K	﹤0.01%	1069
2024 Q3	$228K	Buy	16,979 +5,787	+52%	+$78K	﹤0.01%	983
2024 Q2	$157K	Hold	11,192	–	–	﹤0.01%	1008
2024 Q1	$155K	Sell	11,192 -2,974	-21%	-$39.9K	﹤0.01%	985
2023 Q4	$188K	Sell	14,166 -79,145	-85%	-$1.13M	0.01%	909
2023 Q3	$1.39M	Buy	93,311 +81,743	+707%	+$1.2M	0.05%	357
2023 Q2	$157K	Sell	11,568 -4,067	-26%	-$56.6K	0.01%	866
2023 Q1	$222K	Sell	15,635 -639	-4%	-$9.17K	0.01%	805
2022 Q4	$241K	Sell	16,274 -7,763	-32%	-$129K	0.01%	740
2022 Q3	$389K	Sell	24,037 -1,441	-6%	-$24.7K	0.02%	567
2022 Q2	$460K	Buy	25,478 +11,874	+87%	+$226K	0.02%	556
2022 Q1	$240K	Buy	+13,604	New	+$219K	0.01%	763
2021 Q4	–	Sell	-14,575	Closed	-$307K	–	1022
2021 Q3	$307K	Sell	14,575 -9,760	-40%	-$196K	0.01%	676
2021 Q2	$492K	Buy	24,335 +8,195	+51%	+$156K	0.02%	562
2021 Q1	$283K	Buy	+16,140	New	+$272K	0.02%	664

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $4B AUM 10.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Kingsview Wealth Management's PDBC Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q4 2025, closing a stake of 16,750 shares — an estimated $225K sold.

Kingsview Wealth Management first reported a position in PDBC in Q1 2021 and held it in 16 quarters. The position peaked at $1.39M in Q3 2023. 393 funds tracked by Wall St. Rank hold PDBC as of Q4 2025.

Kingsview Wealth Management reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q4 2025 after selling out during the quarter.
Kingsview Wealth Management sold 16,750 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q4 2025, an estimated $225K.
Kingsview 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 Q1 2021 and held it in 16 quarters.
Kingsview Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $1.39M in Q3 2023.
393 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 Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.