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

Outlook Wealth 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
2023
Q2 		– Sell
-16,173
Closed -$230K – 216
2023
Q1 		$230K Buy
+16,173
New +$232K 0.1% 169
2022
Q2 		– Sell
-82,431
Closed -$1.46M – 201
2022
Q1 		$1.46M Buy
+82,431
New +$1.33M 0.49% 47
2021
Q3 		– Sell
-77,502
Closed -$1.56M – 218
2021
Q2 		$1.56M Sell
77,502
-90,779
-54% -$1.73M 0.5% 52
2021
Q1 		$2.9M Buy
+168,281
New +$2.83M 1.01% 26
2019
Q1 		– Sell
-6,024
Closed -$908K – 170
2018
Q4 		$908K Buy
+6,024
New +$103K 0.41% 57

Other funds holding PDBC

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return