Marion 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
Marion Wealth Management's PDBC Position: Q2 2026 in Review
Marion Wealth Management reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 3.2% in Q2 2026, selling an estimated $632K and leaving 1,073,833 shares worth $17.1M. The position accounts for 3.47% of the portfolio, ranked #7.
Marion Wealth Management first reported a position in PDBC in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.2M in Q1 2026. 445 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.
- Marion Wealth Management held 1,073,833 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $17.1M as of Q2 2026.
- Marion Wealth Management sold 35,976 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $632K.
- Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 3.47% of Marion Wealth Management's portfolio in Q2 2026, its #7 holding.
- Marion 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 Q4 2021 and has held it in 19 quarters since.
- Marion Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $19.2M in Q1 2026.
- 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 Q2 2026.
Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.