M Wealth Management LLC’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
M Wealth Management LLC's PDBC Position: Q2 2026 in Review
M Wealth Management LLC reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 0.13% in Q2 2026, selling an estimated $5.99K and leaving 269,421 shares worth $4.28M. The position accounts for 3.36% of the portfolio, ranked #7.
M Wealth Management LLC first reported a position in PDBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.67M in Q1 2026. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.
- M Wealth Management LLC held 269,421 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $4.28M as of Q2 2026.
- M Wealth Management LLC sold 341 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $5.99K.
- Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 3.36% of M Wealth Management LLC's portfolio in Q2 2026, its #7 holding.
- M Wealth Management LLC first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q4 2024 and has held it in 7 quarters since.
- M Wealth Management LLC's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $4.67M in Q1 2026.
- 446 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 M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.