Rockefeller Capital Management

Rockefeller Capital Management’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

Rockefeller Capital Management’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	$72.9K	Hold	2,000	–	–	﹤0.01%	3053
2025 Q4	$68K	Hold	2,000	–	–	﹤0.01%	2925
2025 Q3	$71.3K	Buy	+2,000	New	+$70.9K	﹤0.01%	2747

Other funds holding PDBA

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

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

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

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

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

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

Walser Wealth Management Tampa, Florida $241M AUM

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

Rockefeller Capital Management's PDBA Position: Q1 2026 in Review

Rockefeller Capital Management held its Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) position steady in Q1 2026 at 2,000 shares worth $72.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3053.

Rockefeller Capital Management first reported a position in PDBA in Q3 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold PDBA as of Q1 2026.

Rockefeller Capital Management held 2,000 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $72.9K as of Q1 2026.
Rockefeller Capital Management left its Invesco Agriculture Commodity Strategy No K-1 ETF share count unchanged in Q1 2026.
Invesco Agriculture Commodity Strategy No K-1 ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3053 holding.
Rockefeller Capital Management first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q3 2025 and has held it in 3 quarters since.
49 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.