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
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.67M Buy
269,762
+12,000
+5% +$181K 3.93% 6
2025
Q4
$3.42M Buy
257,762
+4,574
+2% +$61.9K 2.97% 8
2025
Q3
$3.4M Sell
253,188
-3,990
-2% -$52.9K 2.99% 8
2025
Q2
$3.35M Buy
257,178
+902
+0.4% +$11.6K 3.09% 8
2025
Q1
$3.49M Sell
256,276
-2,832
-1% -$38.1K 3.25% 9
2024
Q4
$3.37M Buy
+259,108
New +$3.49M 3.07% 8

Other funds holding PDBC

M Wealth Management LLC's PDBC Position: Q1 2026 in Review

M Wealth Management LLC increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 4.7% in Q1 2026, buying an estimated $181K and bringing the position to 269,762 shares worth $4.67M. The position accounts for 3.93% of the portfolio, ranked #6.

M Wealth Management LLC first reported a position in PDBC in Q4 2024 and has held it in 6 quarters since. 445 funds tracked by Wall St. Rank hold PDBC as of Q1 2026.

  • M Wealth Management LLC held 269,762 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $4.67M as of Q1 2026.
  • M Wealth Management LLC bought 12,000 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $181K.
  • Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 3.93% of M Wealth Management LLC's portfolio in Q1 2026, its #6 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 6 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 M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.