MassMutual Private Wealth & Trust’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

MassMutual Private Wealth & Trust’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
2024 Q4	–	Sell	-625	Closed	-$8.39K	–	2345
2024 Q3	$8.39K	Buy	+625	New	+$8.42K	﹤0.01%	1182
2017 Q3	–	Sell	-3,925	Closed	-$61.9K	–	1090
2017 Q2	$61.9K	Buy	+3,925	New	+$62.9K	0.01%	445

Other funds holding PDBC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MassMutual Private Wealth & Trust's PDBC Position: Q4 2024 in Review

MassMutual Private Wealth & Trust sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q4 2024, closing a stake of 625 shares — an estimated $8.39K sold.

MassMutual Private Wealth & Trust first reported a position in PDBC in Q2 2017 and held it in 2 quarters. The position peaked at $61.9K in Q2 2017. 412 funds tracked by Wall St. Rank hold PDBC as of Q4 2024.

MassMutual Private Wealth & Trust reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q4 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 625 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q4 2024, an estimated $8.39K.
MassMutual Private Wealth & Trust 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 2017 and held it in 2 quarters.
MassMutual Private Wealth & Trust's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $61.9K in Q2 2017.
412 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 Q4 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.