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

Root Financial Partners’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 Q3	$183K	Sell	9,486 -1,560	-14%	-$28.3K	0.01%	476
2026 Q2	$175K	Buy	11,046 +275	+3%	+$4.83K	0.01%	400
2026 Q1	$187K	Buy	10,771 +7,848	+268%	+$119K	0.01%	348
2025 Q4	$38.7K	Sell	2,923 -2,218	-43%	-$30K	﹤0.01%	824
2025 Q3	$69K	Buy	+5,141	New	+$68.2K	﹤0.01%	561

Other funds holding PDBC

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Potomac Fund Management Miami, Florida $4.83B AUM 14.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Root Financial Partners's PDBC Position: Q3 2026 in Review

Root Financial Partners reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 14% in Q3 2026, selling an estimated $28.3K and leaving 9,486 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #476.

Root Financial Partners first reported a position in PDBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $187K in Q1 2026. 418 funds tracked by Wall St. Rank hold PDBC as of Q3 2026.

Root Financial Partners held 9,486 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $183K as of Q3 2026.
Root Financial Partners sold 1,560 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q3 2026, an estimated $28.3K.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #476 holding.
Root Financial Partners first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q3 2025 and has held it in 5 quarters since.
Root Financial Partners's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $187K in Q1 2026.
418 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 Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.