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Perissos Private Wealth Management’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

Perissos Private Wealth Management’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
Q2 		$5.1M Sell
143,089
-13,269
-8% -$482K 3.44% 12
2026
Q1 		$5.7M Buy
156,358
+86,531
+124% +$3.01M 4.95% 5
2025
Q4 		$2.37M Sell
69,827
-1,327
-2% -$46.5K 2.05% 15
2025
Q3 		$2.54M Buy
71,154
+661
+0.9% +$23.4K 1.85% 15
2025
Q2 		$2.46M Sell
70,493
-5,529
-7% -$198K 1.94% 15
2025
Q1 		$2.67M Buy
+76,022
New +$2.74M 2.44% 10

Other funds holding PDBA

PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
BFP
Briaud Financial Planning College Station, Texas $380M AUM 33.84% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $391M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Perissos Private Wealth Management's PDBA Position: Q2 2026 in Review

Perissos Private Wealth Management reduced its Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) stake by 8.5% in Q2 2026, selling an estimated $482K and leaving 143,089 shares worth $5.1M. The position accounts for 3.44% of the portfolio, ranked #12.

Perissos Private Wealth Management first reported a position in PDBA in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.7M in Q1 2026. 63 funds tracked by Wall St. Rank hold PDBA as of Q2 2026.

  • Perissos Private Wealth Management held 143,089 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $5.1M as of Q2 2026.
  • Perissos Private Wealth Management sold 13,269 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $482K.
  • Invesco Agriculture Commodity Strategy No K-1 ETF made up 3.44% of Perissos Private Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Perissos Private Wealth Management first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q1 2025 and has held it in 6 quarters since.
  • Perissos Private Wealth Management's Invesco Agriculture Commodity Strategy No K-1 ETF position peaked at $5.7M in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.