Park Square Financial Group’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

Park Square Financial Group’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	$875	Buy	+24	New	+$836	0.01%	218
2025 Q3	–	Sell	-52	Closed	-$1.82K	–	752
2025 Q2	$1.82K	Hold	52	–	–	﹤0.01%	909
2025 Q1	$1.83K	Hold	52	–	–	﹤0.01%	867
2024 Q4	$1.84K	Buy	+52	New	+$1.95K	﹤0.01%	856

Other funds holding PDBA

BFP

Briaud Financial Planning College Station, Texas $381M AUM 37.82% 1-Year Est. Return

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

Park Square Financial Group's PDBA Position: Q1 2026 in Review

Park Square Financial Group opened a new position in Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) in Q1 2026: 24 shares worth $875. The stake represents 0.01% of the portfolio and ranks #218 among its holdings. This is a return to the name: Park Square Financial Group previously reported a position in PDBA as recently as Q2 2025.

Park Square Financial Group first reported a position in PDBA in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.84K in Q4 2024. 49 funds tracked by Wall St. Rank hold PDBA as of Q1 2026.

Park Square Financial Group held 24 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $875 as of Q1 2026.
Invesco Agriculture Commodity Strategy No K-1 ETF was a new Park Square Financial Group position in Q1 2026.
Invesco Agriculture Commodity Strategy No K-1 ETF made up 0.01% of Park Square Financial Group's portfolio in Q1 2026, its #218 holding.
Park Square Financial Group first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q4 2024 and has held it in 4 quarters since.
Park Square Financial Group's Invesco Agriculture Commodity Strategy No K-1 ETF position peaked at $1.84K in Q4 2024.
49 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.