Meriwether Wealth & Planning
PDBC icon

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

Meriwether Wealth & Planning’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
Q3 		$1.83K Buy
+95
New +$1.72K ﹤0.01% 661

Other funds holding PDBC

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marion Wealth Management
Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return
Aspect Partners
Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return
Patton Fund Management
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
Stonehearth Capital Management
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Meriwether Wealth & Planning's PDBC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q3 2026: 95 shares worth $1.83K. The stake represents ﹤0.01% of the portfolio and ranks #661 among its holdings.

139 funds tracked by Wall St. Rank hold PDBC as of Q3 2026.

  • Meriwether Wealth & Planning held 95 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $1.83K as of Q3 2026.
  • Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF was a new Meriwether Wealth & Planning position in Q3 2026.
  • Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #661 holding.
  • 139 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 Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.