McKinley Carter Wealth Services’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

McKinley Carter Wealth Services’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	$404K	Buy	25,467 +13,454	+112%	+$236K	0.02%	249
2026 Q1	$208K	Hold	12,013	–	–	0.01%	301
2025 Q4	$159K	Buy	12,013 +1	+0%	+$14	0.01%	318
2025 Q3	$161K	Buy	+12,012	New	+$159K	0.01%	317
2023 Q1	–	Sell	-22,055	Closed	-$326K	–	305
2022 Q4	$326K	Sell	22,055 -103,337	-82%	-$1.72M	0.03%	237
2022 Q3	$2.03M	Sell	125,392 -16,442	-12%	-$282K	0.19%	89
2022 Q2	$2.56M	Buy	+141,834	New	+$2.7M	0.23%	78

Other funds holding PDBC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SWM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

McKinley Carter Wealth Services's PDBC Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 112% in Q2 2026, buying an estimated $236K and bringing the position to 25,467 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #249.

McKinley Carter Wealth Services first reported a position in PDBC in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.56M in Q2 2022. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

McKinley Carter Wealth Services held 25,467 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $404K as of Q2 2026.
McKinley Carter Wealth Services bought 13,454 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $236K.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #249 holding.
McKinley Carter Wealth Services 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 2022 and has held it in 7 quarters since.
McKinley Carter Wealth Services's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $2.56M in Q2 2022.
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 McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.