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

Lunt Capital Management’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	–	Sell	-11,517	Closed	-$199K	–	98
2026 Q1	$199K	Hold	11,517	–	–	0.08%	94
2025 Q4	$153K	Buy	11,517 +75	+0.7%	+$1.01K	0.06%	96
2025 Q3	$154K	Sell	11,442 -635	-5%	-$8.42K	0.06%	92
2025 Q2	$157K	Buy	12,077 +152	+1%	+$1.96K	0.06%	89
2025 Q1	$163K	Hold	11,925	–	–	0.06%	84
2024 Q4	$155K	Buy	+11,925	New	+$161K	0.06%	81
2024 Q2	–	Sell	-33,553	Closed	-$465K	–	91
2024 Q1	$465K	Buy	+33,553	New	+$451K	0.23%	63

Other funds holding PDBC

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BFP

Briaud Financial Planning College Station, Texas $380M AUM 33.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

KWM

Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Lunt Capital Management's PDBC Position: Q2 2026 in Review

Lunt Capital Management sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q2 2026, closing a stake of 11,517 shares — an estimated $199K sold.

Lunt Capital Management first reported a position in PDBC in Q1 2024 and held it in 7 quarters. The position peaked at $465K in Q1 2024. 176 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

Lunt Capital 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 Q2 2026 after selling out during the quarter.
Lunt Capital Management sold 11,517 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $199K.
Lunt Capital 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 Q1 2024 and held it in 7 quarters.
Lunt Capital Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $465K in Q1 2024.
176 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 Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.