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

LAM Group’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	$3.49K	Buy	220 +5	+2%	+$88	﹤0.01%	117
2026 Q1	$3.72K	Buy	+215	New	+$3.25K	﹤0.01%	115
2025 Q1	–	Sell	-220	Closed	-$2.86K	–	110
2024 Q4	$2.86K	Buy	220 +10	+5%	+$135	﹤0.01%	112
2024 Q3	$2.82K	Buy	210 +15	+8%	+$202	﹤0.01%	113
2024 Q2	$2.74K	Hold	195	–	–	﹤0.01%	110
2024 Q1	$2.71K	Hold	195	–	–	﹤0.01%	110
2023 Q4	$2.59K	Buy	195 +65	+50%	+$932	﹤0.01%	106
2023 Q3	$1.94K	Hold	130	–	–	﹤0.01%	98
2023 Q2	$1.77K	Buy	130 +5	+4%	+$70	﹤0.01%	97
2023 Q1	$1.78K	Sell	125 -5	-4%	-$72	﹤0.01%	98
2022 Q4	$1.92K	Buy	+130	New	+$2.17K	﹤0.01%	99

Other funds holding PDBC

SWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BFP

Briaud Financial Planning College Station, Texas $380M AUM 33.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

KWM

Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

LAM Group's PDBC Position: Q2 2026 in Review

LAM Group increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 2.3% in Q2 2026, buying an estimated $88 and bringing the position to 220 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #117.

LAM Group first reported a position in PDBC in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.72K in Q1 2026. 170 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

LAM Group held 220 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $3.49K as of Q2 2026.
LAM Group bought 5 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $88.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up ﹤0.01% of LAM Group's portfolio in Q2 2026, its #117 holding.
LAM Group first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q4 2022 and has held it in 11 quarters since.
LAM Group's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $3.72K in Q1 2026.
170 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 Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.