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

Plan Group Financial’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	$2.95M	Buy	80,864 +51,272	+173%	+$1.79M	0.69%	47
2025 Q4	$1.01M	Sell	29,592 -176	-0.6%	-$6.17K	0.26%	87
2025 Q3	$1.06M	Buy	29,768 +2,968	+11%	+$105K	0.29%	89
2025 Q2	$935K	Sell	26,800 -4,468	-14%	-$160K	0.31%	84
2025 Q1	$1.1M	Buy	+31,268	New	+$1.12M	0.39%	67

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 $2.61B AUM 23.21% 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 $241M AUM

GIM

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return

Plan Group Financial's PDBA Position: Q1 2026 in Review

Plan Group Financial increased its Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) stake by 173% in Q1 2026, buying an estimated $1.79M and bringing the position to 80,864 shares worth $2.95M. The position accounts for 0.69% of the portfolio, ranked #47.

Plan Group Financial first reported a position in PDBA in Q1 2025 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold PDBA as of Q1 2026.

Plan Group Financial held 80,864 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $2.95M as of Q1 2026.
Plan Group Financial bought 51,272 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $1.79M.
Invesco Agriculture Commodity Strategy No K-1 ETF made up 0.69% of Plan Group Financial's portfolio in Q1 2026, its #47 holding.
Plan Group Financial first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q1 2025 and has held it in 5 quarters since.
49 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.