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Optima Capital’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

Optima Capital’s Portfolio PDBA Stock Details PDBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-150
Closed -$5.1K – 960
2025
Q4 		$5.1K Buy
+150
New +$5.26K ﹤0.01% 618

Other funds holding PDBA

BFP
Briaud Financial Planning College Station, Texas $381M AUM 37.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
PPWM
Perissos Private Wealth Management Bethany, Oklahoma $115M AUM 18.9% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

Optima Capital's PDBA Position: Q1 2026 in Review

Optima Capital sold out of Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) in Q1 2026, closing a stake of 150 shares — an estimated $5.1K sold.

Optima Capital first reported a position in PDBA in Q4 2025 and held it in 1 quarter. The position peaked at $5.1K in Q4 2025. 49 funds tracked by Wall St. Rank hold PDBA as of Q1 2026.

  • Optima Capital reported no remaining Invesco Agriculture Commodity Strategy No K-1 ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 150 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $5.1K.
  • Optima Capital first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Invesco Agriculture Commodity Strategy No K-1 ETF position peaked at $5.1K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.