Pacific Excel 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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-18,218
Closed -$316K 295
2026
Q1
$316K Buy
18,218
+4,326
+31% +$65.4K 0.33% 92
2025
Q4
$197K Buy
+13,892
New +$188K 0.37% 90

Other funds holding PDBC

Pacific Excel Wealth Advisors's PDBC Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q2 2026, closing a stake of 18,218 shares — an estimated $316K sold.

Pacific Excel Wealth Advisors first reported a position in PDBC in Q4 2025 and held it in 2 quarters. The position peaked at $316K in Q1 2026. 444 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 18,218 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $316K.
  • Pacific Excel Wealth Advisors first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $316K in Q1 2026.
  • 444 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 Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.