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 Q3	$3.76K	Sell	195 -25	-11%	-$454	﹤0.01%	115
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	$2.7K	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

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

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

LAM Group's PDBC Position: Q3 2026 in Review

LAM Group reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 11% in Q3 2026, selling an estimated $454 and leaving 195 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #115.

LAM Group first reported a position in PDBC in Q4 2022 and has held it in 12 quarters since. 175 funds tracked by Wall St. Rank hold PDBC as of Q3 2026.

LAM Group held 195 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $3.76K as of Q3 2026.
LAM Group sold 25 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q3 2026, an estimated $454.
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 Q3 2026, its #115 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 12 quarters since.
175 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 Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.