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

Nations Financial Group’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 		$4.07M Buy
256,431
+83,999
+49% +$1.47M 0.19% 124
2026
Q1 		$2.99M Buy
172,432
+110,081
+177% +$1.66M 0.15% 155
2025
Q4 		$826K Sell
62,351
-4,085
-6% -$55.3K 0.04% 401
2025
Q3 		$892K Buy
66,436
+2,011
+3% +$26.7K 0.06% 346
2025
Q2 		$840K Buy
64,425
+19
+0% +$245 0.06% 330
2025
Q1 		$878K Buy
64,406
+6,978
+12% +$93.8K 0.07% 299
2024
Q4 		$746K Buy
57,428
+5,473
+11% +$73.8K 0.05% 345
2024
Q3 		$698K Buy
51,955
+1,575
+3% +$21.2K 0.05% 358
2024
Q2 		$708K Sell
50,380
-336
-0.7% -$4.75K 0.06% 323
2024
Q1 		$703K Sell
50,716
-1,412
-3% -$19K 0.06% 329
2023
Q4 		$693K Buy
52,128
+914
+2% +$13.1K 0.06% 307
2023
Q3 		$766K Buy
51,214
+1,003
+2% +$14.7K 0.08% 273
2023
Q2 		$683K Buy
50,211
+4,766
+10% +$66.3K 0.07% 306
2023
Q1 		$646K Sell
45,445
-8,586
-16% -$123K 0.07% 305
2022
Q4 		$799K Buy
54,031
+10,261
+23% +$171K 0.09% 256
2022
Q3 		$708K Buy
43,770
+842
+2% +$14.4K 0.1% 221
2022
Q2 		$774K Buy
42,928
+3,663
+9% +$69.7K 0.1% 222
2022
Q1 		$693K Buy
39,265
+18,272
+87% +$294K 0.08% 259
2021
Q4 		$295K Sell
20,993
-192
-0.9% -$3.78K 0.04% 389
2021
Q3 		$446K Buy
21,185
+23
+0.1% +$461 0.07% 279
2021
Q2 		$425K Buy
21,162
+1,327
+7% +$25.2K 0.07% 280
2021
Q1 		$342K Buy
19,835
+6,826
+52% +$115K 0.08% 263
2020
Q4 		$199K Sell
13,009
-1,673
-11% -$23.8K 0.05% 310
2020
Q3 		$201K Sell
14,682
-1,967
-12% -$26.9K 0.06% 277
2020
Q2 		$215K Buy
16,649
+36
+0.2% +$437 0.08% 250
2020
Q1 		$196K Buy
16,613
+985
+6% +$14.3K 0.08% 242
2019
Q4 		$259K Sell
15,628
-2,464
-14% -$39.7K 0.09% 254
2019
Q3 		$288K Buy
+18,092
New +$288K 0.1% 238

Other funds holding PDBC

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
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
AP
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
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Nations Financial Group's PDBC Position: Q2 2026 in Review

Nations Financial Group increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 49% in Q2 2026, buying an estimated $1.47M and bringing the position to 256,431 shares worth $4.07M. The position accounts for 0.19% of the portfolio, ranked #124.

Nations Financial Group first reported a position in PDBC in Q3 2019 and has held it in 28 quarters since. 97 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

  • Nations Financial Group held 256,431 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $4.07M as of Q2 2026.
  • Nations Financial Group bought 83,999 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $1.47M.
  • Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.19% of Nations Financial Group's portfolio in Q2 2026, its #124 holding.
  • Nations Financial Group 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 2019 and has held it in 28 quarters since.
  • 97 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 Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.