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

Rialto Wealth Management’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
2025
Q1 		– Sell
-82
Closed -$1.07K – 1004
2024
Q4 		$1.07K Buy
+82
New +$1.11K ﹤0.01% 493

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Morgan Stanley
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State Street
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SWM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rialto Wealth Management's PDBC Position: Q1 2025 in Review

Rialto Wealth Management sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q1 2025, closing a stake of 82 shares — an estimated $1.07K sold.

Rialto Wealth Management first reported a position in PDBC in Q4 2024 and held it in 1 quarter. The position peaked at $1.07K in Q4 2024. 395 funds tracked by Wall St. Rank hold PDBC as of Q1 2025.

  • Rialto Wealth Management reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q1 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 82 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2025, an estimated $1.07K.
  • Rialto Wealth Management 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 held it in 1 quarter.
  • Rialto Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $1.07K in Q4 2024.
  • 395 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 Q1 2025.

Based on Rialto Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.