Litman Gregory Wealth Management’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
Litman Gregory Wealth Management's PDBC Position: Q1 2023 in Review
Litman Gregory Wealth Management sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q1 2023, closing a stake of 13,465 shares — an estimated $199K sold.
Litman Gregory Wealth Management first reported a position in PDBC in Q2 2022 and held it in 2 quarters. The position peaked at $226K in Q2 2022. 422 funds tracked by Wall St. Rank hold PDBC as of Q1 2023.
- Litman Gregory Wealth Management reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q1 2023 after selling out during the quarter.
- Litman Gregory Wealth Management sold 13,465 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2023, an estimated $199K.
- Litman Gregory Wealth Management first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2022 and held it in 2 quarters.
- Litman Gregory Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $226K in Q2 2022.
- 422 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 2023.
Based on Litman Gregory Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.