Legacy Wealth Partners (Colorado)’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Legacy Wealth Partners (Colorado)’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	$2.28M	Sell	143,719 -209,781	-59%	-$3.68M	0.51%	34
2026 Q1	$6.12M	Buy	+353,500	New	+$5.34M	1.53%	15

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $3.77B AUM 15.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s PDBC Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 59% in Q2 2026, selling an estimated $3.68M and leaving 143,719 shares worth $2.28M. The position accounts for 0.51% of the portfolio, ranked #34.

Legacy Wealth Partners (Colorado) first reported a position in PDBC in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.12M in Q1 2026. 445 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

Legacy Wealth Partners (Colorado) held 143,719 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $2.28M as of Q2 2026.
Legacy Wealth Partners (Colorado) sold 209,781 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $3.68M.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.51% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #34 holding.
Legacy Wealth Partners (Colorado) 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 2026 and has held it in 2 quarters since.
Legacy Wealth Partners (Colorado)'s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $6.12M in Q1 2026.
445 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 Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.