Principal Financial Group
PDBC icon

Principal Financial Group’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Principal Financial Group’s Portfolio PDBC Stock Details PDBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-391,970
Closed -$5.26M – 2247
2025
Q3 		$5.26M Sell
391,970
-322,950
-45% -$4.28M ﹤0.01% 1569
2025
Q2 		$9.32M Sell
714,920
-157,200
-18% -$2.03M ﹤0.01% 1303
2025
Q1 		$11.9M Sell
872,120
-121,800
-12% -$1.64M 0.01% 1164
2024
Q4 		$12.9M Buy
993,920
+335,600
+51% +$4.53M 0.01% 1138
2024
Q3 		$8.84M Buy
658,320
+48,490
+8% +$653K ﹤0.01% 1347
2024
Q2 		$8.57M Sell
609,830
-565,775
-48% -$7.99M 0.01% 1344
2024
Q1 		$16.3M Sell
1,175,605
-249,606
-18% -$3.35M 0.01% 1050
2023
Q4 		$19M Buy
1,425,211
+403,375
+39% +$5.78M 0.01% 906
2023
Q3 		$15.3M Sell
1,021,836
-364,075
-26% -$5.33M 0.01% 969
2023
Q2 		$18.9M Sell
1,385,911
-4,284
-0.3% -$59.6K 0.01% 882
2023
Q1 		$19.8M Buy
1,390,195
+679,550
+96% +$9.76M 0.01% 861
2022
Q4 		$10.5M Sell
710,645
-660,105
-48% -$11M 0.01% 1218
2022
Q3 		$22.2M Buy
+1,370,750
New +$23.5M 0.02% 705

Other funds holding PDBC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group's PDBC Position: Q4 2025 in Review

Principal Financial Group sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q4 2025, closing a stake of 391,970 shares — an estimated $5.26M sold.

Principal Financial Group first reported a position in PDBC in Q3 2022 and held it in 13 quarters. The position peaked at $22.2M in Q3 2022. 392 funds tracked by Wall St. Rank hold PDBC as of Q4 2025.

  • Principal Financial Group reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Financial Group sold 391,970 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q4 2025, an estimated $5.26M.
  • Principal Financial Group first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q3 2022 and held it in 13 quarters.
  • Principal Financial Group's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $22.2M in Q3 2022.
  • 392 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 Q4 2025.

Based on Principal Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.