Principia Wealth Advisory’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
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.07M Buy
444,974
+290,971
+189% +$5.11M 3.52% 7
2026
Q1
$2.67M Sell
154,003
-22,836
-13% -$345K 1.51% 21
2025
Q4
$2.34M Buy
176,839
+142,384
+413% +$1.93M 1.47% 20
2025
Q3
$463K Buy
34,455
+4,865
+16% +$64.5K 0.32% 42
2025
Q2
$386K Buy
29,590
+28,633
+2,992% +$369K 0.33% 36
2025
Q1
$12.2K Sell
957
-1
-0.1% -$13 0.01% 125
2024
Q4
$12.4K Buy
+958
New +$12.9K 0.01% 119

Other funds holding PDBC

Principia Wealth Advisory's PDBC Position: Q2 2026 in Review

Principia Wealth Advisory increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 189% in Q2 2026, buying an estimated $5.11M and bringing the position to 444,974 shares worth $7.07M. The position accounts for 3.52% of the portfolio, ranked #7.

Principia Wealth Advisory first reported a position in PDBC in Q4 2024 and has held it in 7 quarters since. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

  • Principia Wealth Advisory held 444,974 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $7.07M as of Q2 2026.
  • Principia Wealth Advisory bought 290,971 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $5.11M.
  • Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 3.52% of Principia Wealth Advisory's portfolio in Q2 2026, its #7 holding.
  • Principia Wealth Advisory first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 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 Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.