Rooted Wealth Advisors’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
IWC
SWM
B
Rooted Wealth Advisors's PDBC Position: Q3 2023 in Review
Rooted Wealth Advisors sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q3 2023, closing a stake of 10,749 shares — an estimated $147K sold.
Rooted Wealth Advisors first reported a position in PDBC in Q4 2022 and held it in 3 quarters. The position peaked at $1.17M in Q1 2023. 413 funds tracked by Wall St. Rank hold PDBC as of Q3 2023.
- Rooted Wealth Advisors reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q3 2023 after selling out during the quarter.
- Rooted Wealth Advisors sold 10,749 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q3 2023, an estimated $147K.
- Rooted Wealth Advisors 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 2022 and held it in 3 quarters.
- Rooted Wealth Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $1.17M in Q1 2023.
- 413 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 2023.
Based on Rooted Wealth Advisors's 13F filing for Q3 2023, filed 21 Nov 2023.