Moneta Group Investment Advisors’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Moneta Group Investment Advisors’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	$185K	Buy	11,678 +1,327	+13%	+$23.3K	﹤0.01%	843
2026 Q1	$179K	Buy	+10,351	New	+$156K	﹤0.01%	774
2019 Q3	–	Sell	-14,600	Closed	-$239K	–	299
2019 Q2	$239K	Sell	14,600 -132,661	-90%	-$2.19M	0.02%	205
2019 Q1	$2.45M	Buy	147,261 +8,243	+6%	+$134K	0.26%	65
2018 Q4	$2.1M	Buy	139,018 +2,546	+2%	+$43.6K	0.25%	69
2018 Q3	$2.56M	Buy	+136,472	New	+$2.45M	0.26%	65

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

Moneta Group Investment Advisors's PDBC Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 13% in Q2 2026, buying an estimated $23.3K and bringing the position to 11,678 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Moneta Group Investment Advisors first reported a position in PDBC in Q3 2018 and has held it in 6 quarters since. The position peaked at $2.56M in Q3 2018. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

Moneta Group Investment Advisors held 11,678 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $185K as of Q2 2026.
Moneta Group Investment Advisors bought 1,327 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $23.3K.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #843 holding.
Moneta Group Investment Advisors first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q3 2018 and has held it in 6 quarters since.
Moneta Group Investment Advisors'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 Q3 2018.
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 Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.