Modera 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
Modera Wealth Management's PDBC Position: Q1 2026 in Review
Modera Wealth Management sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q1 2026, closing a stake of 63,710 shares — an estimated $844K sold.
Modera Wealth Management first reported a position in PDBC in Q1 2024 and held it in 8 quarters. The position peaked at $955K in Q2 2024. 449 funds tracked by Wall St. Rank hold PDBC as of Q1 2026.
- Modera Wealth Management reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q1 2026 after selling out during the quarter.
- Modera Wealth Management sold 63,710 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $844K.
- Modera 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 Q1 2024 and held it in 8 quarters.
- Modera Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $955K in Q2 2024.
- 449 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 Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.