Leavell Investment Management’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

Leavell Investment Management’s Portfolio PDBA Stock Details PDBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$723K	Buy	19,817 +3,005	+18%	+$105K	0.03%	355
2025 Q4	$572K	Buy	16,812 +842	+5%	+$29.5K	0.02%	385
2025 Q3	$569K	Buy	15,970 +1,128	+8%	+$40K	0.02%	385
2025 Q2	$518K	Buy	14,842 +318	+2%	+$11.4K	0.02%	400
2025 Q1	$511K	Buy	14,524 +3,115	+27%	+$112K	0.03%	377
2024 Q4	$404K	Buy	11,409 +2,557	+29%	+$95.7K	0.02%	412
2024 Q3	$333K	Buy	8,852 +2,707	+44%	+$95.7K	0.02%	450
2024 Q2	$211K	Buy	+6,145	New	+$221K	0.01%	485

Other funds holding PDBA

Briaud Financial Planning College Station, Texas $381M AUM 37.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

Perissos Private Wealth Management Bethany, Oklahoma $115M AUM 18.9% 1-Year Est. Return

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $223M AUM

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return