Retirement Wealth Solutions’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Retirement Wealth Solutions’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	–	Hold	0	–	–	–	808
2026 Q1	–	Sell	-79	Closed	-$1.19K	–	816
2025 Q4	$1.05K	Hold	79	–	–	﹤0.01%	569
2025 Q3	$1.06K	Hold	79	–	–	﹤0.01%	551
2025 Q2	$1.03K	Buy	79 +9	+13%	+$116	﹤0.01%	387
2025 Q1	$956	Buy	70 +13	+23%	+$175	﹤0.01%	375
2024 Q4	$769	Buy	+57	New	+$769	﹤0.01%	383

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CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return