Osaic Holdings
PDBA icon

Osaic Holdings’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

Osaic Holdings’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 		$2.57M Buy
70,571
+55,290
+362% +$1.93M ﹤0.01% 1867
2025
Q4 		$520K Buy
15,281
+2,984
+24% +$105K ﹤0.01% 3299
2025
Q3 		$440K Buy
12,297
+8,008
+187% +$284K ﹤0.01% 3531
2025
Q2 		$150K Buy
4,289
+3,380
+372% +$121K ﹤0.01% 4171
2025
Q1 		$32K Sell
909
-4,554
-83% -$164K ﹤0.01% 5029
2024
Q4 		$194K Buy
5,463
+5,024
+1,144% +$188K ﹤0.01% 3628
2024
Q3 		$16.5K Sell
439
-447
-50% -$15.8K ﹤0.01% 5492
2024
Q2 		$30.5K Buy
886
+157
+22% +$5.64K ﹤0.01% 5048
2024
Q1 		$26.1K Sell
729
-1,621
-69% -$51.6K ﹤0.01% 5182
2023
Q4 		$70.1K Buy
+2,350
New +$75K ﹤0.01% 4672

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 $2.27B AUM 18.34% 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 $223M AUM
GIM
Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return