Perissos Private Wealth Management’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
Other funds holding PDBC
SWM
Perissos Private Wealth Management's PDBC Position: Q2 2026 in Review
Perissos Private Wealth Management reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 45% in Q2 2026, selling an estimated $2.71M and leaving 192,247 shares worth $3.05M. The position accounts for 2.06% of the portfolio, ranked #17.
Perissos Private Wealth Management first reported a position in PDBC in Q1 2024 and has held it in 7 quarters since. The position peaked at $6M in Q1 2026. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.
- Perissos Private Wealth Management held 192,247 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $3.05M as of Q2 2026.
- Perissos Private Wealth Management sold 154,196 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $2.71M.
- Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 2.06% of Perissos Private Wealth Management's portfolio in Q2 2026, its #17 holding.
- Perissos Private Wealth Management first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q1 2024 and has held it in 7 quarters since.
- Perissos Private Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $6M in Q1 2026.
- 446 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 Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.