Resources Management Corp’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Resources Management Corp’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
2026 Q2	–	Sell	-224	Closed	-$4K	–	324
2026 Q1	$4K	Hold	224	–	–	﹤0.01%	369
2025 Q4	$3K	Hold	224	–	–	﹤0.01%	393
2025 Q3	$3K	Hold	224	–	–	﹤0.01%	379
2025 Q2	$3K	Hold	224	–	–	﹤0.01%	385
2025 Q1	$3K	Hold	224	–	–	﹤0.01%	392
2024 Q4	$3K	Hold	224	–	–	﹤0.01%	392
2024 Q3	$3K	Hold	224	–	–	﹤0.01%	407
2024 Q2	$3K	Hold	224	–	–	﹤0.01%	388
2024 Q1	$3K	Hold	224	–	–	﹤0.01%	404
2023 Q4	$3K	Hold	224	–	–	﹤0.01%	405
2023 Q3	$3K	Hold	224	–	–	﹤0.01%	405
2023 Q2	$3K	Sell	224 -121	-35%	-$1.68K	﹤0.01%	411
2023 Q1	$26K	Buy	+345	New	+$4.95K	﹤0.01%	313
2022 Q1	–	Sell	-7	Closed	–	–	505
2021 Q4	$0	Buy	+7	New	+$138	﹤0.01%	516
2021 Q3	–	Sell	-7	Closed	–	–	501
2021 Q2	$0	Buy	+7	New	+$133	﹤0.01%	501

Other funds holding PDBC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Resources Management Corp's PDBC Position: Q2 2026 in Review

Resources Management Corp sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q2 2026, closing a stake of 224 shares — an estimated $4K sold.

Resources Management Corp first reported a position in PDBC in Q2 2021 and held it in 15 quarters. The position peaked at $26K in Q1 2023. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

Resources Management Corp reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 224 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $4K.
Resources Management Corp 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 2021 and held it in 15 quarters.
Resources Management Corp's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $26K in Q1 2023.
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 Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.