Moulton 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

Moulton Wealth Management’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	$661K	Buy	+41,753	New	+$733K	0.43%	48
2024 Q3	–	Sell	-109,040	Closed	-$1.53M	–	42
2024 Q2	$1.53M	Buy	+109,040	New	+$1.54M	1.39%	16
2023 Q4	–	Sell	-100,735	Closed	-$1.46M	–	22
2023 Q3	$1.46M	Buy	+100,735	New	+$1.48M	2.16%	7

Other funds holding PDBC

SWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

Moulton Wealth Management's PDBC Position: Q2 2026 in Review

Moulton Wealth Management 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 Q2 2026: 41,753 shares worth $661K. The stake represents 0.43% of the portfolio and ranks #48 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in PDBC as recently as Q2 2024.

Moulton Wealth Management first reported a position in PDBC in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.53M in Q2 2024. 109 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

Moulton Wealth Management held 41,753 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $661K as of Q2 2026.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF was a new Moulton Wealth Management position in Q2 2026.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.43% of Moulton Wealth Management's portfolio in Q2 2026, its #48 holding.
Moulton 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 Q3 2023 and has held it in 3 quarters since.
Moulton Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $1.53M in Q2 2024.
109 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 Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.