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
Bought
Maintained
Sold
Other funds holding PDBC
SWM
Root Financial Partners's PDBC Position: Q1 2026 in Review
Root Financial Partners increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 268% in Q1 2026, buying an estimated $119K and bringing the position to 10,771 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #348.
Root Financial Partners first reported a position in PDBC in Q3 2025 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold PDBC as of Q1 2026.
- Root Financial Partners held 10,771 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $187K as of Q1 2026.
- Root Financial Partners bought 7,848 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $119K.
- 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 Q1 2026, its #348 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 3 quarters since.
- 445 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 2026.
Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.