Private Wealth Advisors (California)’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

Private Wealth Advisors (California)’s Portfolio PDBA Stock Details PDBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.78M	Buy	185,802 +64,404	+53%	+$2.24M	1.91%	16
2025 Q4	$4.13M	Sell	121,398 -1,562	-1%	-$54.7K	1.32%	25
2025 Q3	$4.38M	Buy	122,960 +2,911	+2%	+$103K	1.47%	27
2025 Q2	$4.19M	Buy	120,049 +729	+0.6%	+$26K	1.54%	22
2025 Q1	$4.2M	Buy	119,320 +1,097	+0.9%	+$39.5K	1.52%	24
2024 Q4	$4.19M	Sell	118,223 -1,165	-1%	-$43.6K	1.64%	23
2024 Q3	$4.4M	Sell	119,388 -40,062	-25%	-$1.42M	1.69%	25
2024 Q2	$5.45M	Sell	159,450 -128,150	-45%	-$4.6M	2.1%	15
2024 Q1	$10.3M	Sell	287,600 -17,955	-6%	-$572K	4.18%	4
2023 Q4	$9.12M	Buy	+305,555	New	+$9.75M	3.56%	8

Other funds holding PDBA

BFP

Briaud Financial Planning College Station, Texas $381M AUM 37.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

PPWM

Perissos Private Wealth Management Bethany, Oklahoma $115M AUM 18.9% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

GIM

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Private Wealth Advisors (California)'s PDBA Position: Q1 2026 in Review

Private Wealth Advisors (California) increased its Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) stake by 53% in Q1 2026, buying an estimated $2.24M and bringing the position to 185,802 shares worth $6.78M. The position accounts for 1.91% of the portfolio, ranked #16.

Private Wealth Advisors (California) first reported a position in PDBA in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.3M in Q1 2024. 49 funds tracked by Wall St. Rank hold PDBA as of Q1 2026.

Private Wealth Advisors (California) held 185,802 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $6.78M as of Q1 2026.
Private Wealth Advisors (California) bought 64,404 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $2.24M.
Invesco Agriculture Commodity Strategy No K-1 ETF made up 1.91% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #16 holding.
Private Wealth Advisors (California) first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q4 2023 and has held it in 10 quarters since.
Private Wealth Advisors (California)'s Invesco Agriculture Commodity Strategy No K-1 ETF position peaked at $10.3M in Q1 2024.
49 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.