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

Resurgent Financial Advisors’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
2023 Q2	–	Sell	-1,486	Closed	-$21.1K	–	526
2023 Q1	$21.1K	Hold	1,486	–	–	0.01%	472
2022 Q4	$22K	Buy	+1,486	New	+$24.8K	0.01%	595

Other funds holding PDBC

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

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

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

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

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Resurgent Financial Advisors's PDBC Position: Q2 2023 in Review

Resurgent Financial Advisors sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q2 2023, closing a stake of 1,486 shares — an estimated $21.1K sold.

Resurgent Financial Advisors first reported a position in PDBC in Q4 2022 and held it in 2 quarters. The position peaked at $22K in Q4 2022. 394 funds tracked by Wall St. Rank hold PDBC as of Q2 2023.

Resurgent Financial Advisors 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 2023 after selling out during the quarter.
Resurgent Financial Advisors sold 1,486 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2023, an estimated $21.1K.
Resurgent Financial Advisors 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 2022 and held it in 2 quarters.
Resurgent Financial Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $22K in Q4 2022.
394 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 2023.

Based on Resurgent Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.