Plan Group Financial’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
Plan Group Financial's PDBC Position: Q1 2026 in Review
Plan Group Financial increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 55% in Q1 2026, buying an estimated $2.9M and bringing the position to 541,379 shares worth $9.38M. The position accounts for 2.2% of the portfolio, ranked #7.
Plan Group Financial first reported a position in PDBC in Q2 2022 and has held it in 13 quarters since. 445 funds tracked by Wall St. Rank hold PDBC as of Q1 2026.
- Plan Group Financial held 541,379 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $9.38M as of Q1 2026.
- Plan Group Financial bought 191,751 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $2.9M.
- Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 2.2% of Plan Group Financial's portfolio in Q1 2026, its #7 holding.
- Plan Group Financial first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2022 and has held it in 13 quarters since.
- 445 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 Q1 2026.
Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.