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: Q2 2026 in Review
Plan Group Financial reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 6.9% in Q2 2026, selling an estimated $656K and leaving 504,041 shares worth $8M. The position accounts for 1.65% of the portfolio, ranked #14.
Plan Group Financial first reported a position in PDBC in Q2 2022 and has held it in 14 quarters since. The position peaked at $9.38M in Q1 2026. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.
- Plan Group Financial held 504,041 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $8M as of Q2 2026.
- Plan Group Financial sold 37,338 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $656K.
- Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 1.65% of Plan Group Financial's portfolio in Q2 2026, its #14 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 14 quarters since.
- Plan Group Financial's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $9.38M 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 Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.