Lifeworks Advisors’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PDBC
SWM
Lifeworks Advisors's PDBC Position: Q1 2026 in Review
Lifeworks Advisors reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 0.46% in Q1 2026, selling an estimated $14.3K and leaving 203,752 shares worth $3.53M. The position accounts for 0.45% of the portfolio, ranked #73.
Lifeworks Advisors first reported a position in PDBC in Q3 2024 and has held it in 7 quarters since. 445 funds tracked by Wall St. Rank hold PDBC as of Q1 2026.
- Lifeworks Advisors held 203,752 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $3.53M as of Q1 2026.
- Lifeworks Advisors sold 946 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $14.3K.
- Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.45% of Lifeworks Advisors's portfolio in Q1 2026, its #73 holding.
- Lifeworks Advisors first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q3 2024 and has held it in 7 quarters since.
- 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 Q1 2026.
Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.