Kingswood 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
Bought
Maintained
Sold
Other funds holding PDBC
SWM
Kingswood Wealth Advisors's PDBC Position: Q4 2025 in Review
Kingswood Wealth Advisors 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 12,237 shares — an estimated $164K sold.
Kingswood Wealth Advisors first reported a position in PDBC in Q3 2024 and held it in 5 quarters. The position peaked at $709K in Q1 2025. 392 funds tracked by Wall St. Rank hold PDBC as of Q4 2025.
- Kingswood Wealth Advisors 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.
- Kingswood Wealth Advisors sold 12,237 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q4 2025, an estimated $164K.
- Kingswood Wealth Advisors 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 2024 and held it in 5 quarters.
- Kingswood Wealth Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $709K in Q1 2025.
- 392 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 Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.