LB
PDBC icon

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

Leo Brokerage’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
2023
Q2 		$2.02M Buy
148,457
+22,157
+18% +$308K 0.23% 74
2023
Q1 		$1.8M Buy
+126,300
New +$1.81M 0.27% 73
2022
Q2 		$1.92M Sell
106,180
-22,989
-18% -$437K 0.52% 42
2022
Q1 		$2.28M Buy
+129,169
New +$2.08M 0.36% 53
2021
Q3 		$946K Buy
44,918
+7,918
+21% +$159K 0.18% 66
2021
Q2 		$743K Buy
37,000
+3,187
+9% +$60.6K 0.15% 81
2021
Q1 		$583K Buy
33,813
+14,704
+77% +$247K 0.17% 86
2020
Q4 		$292K Buy
+19,109
New +$272K 0.09% 135

Other funds holding PDBC

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return