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
SF
Plan Group Financial's PDBC Position: Q3 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 22% in Q3 2026, selling an estimated $1.99M and leaving 394,422 shares worth $7.9M. The position accounts for 1.55% of the portfolio, ranked #17.
Plan Group Financial first reported a position in PDBC in Q2 2022 and has held it in 15 quarters since. The position peaked at $9.38M in Q1 2026. 121 funds tracked by Wall St. Rank hold PDBC as of Q3 2026.
- Plan Group Financial held 394,422 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $7.9M as of Q3 2026.
- Plan Group Financial sold 109,619 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q3 2026, an estimated $1.99M.
- Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 1.55% of Plan Group Financial's portfolio in Q3 2026, its #17 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 15 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.
- 121 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 Q3 2026.
Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.