SIC
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Salem Investment Counselors’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Salem Investment Counselors’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
Q2 		$14.3K Hold
900
– – ﹤0.01% 836
2026
Q1 		$15.6K Buy
+900
New +$13.6K ﹤0.01% 800
2025
Q4 		– Sell
-900
Closed -$12.1K – 923
2025
Q3 		$12.1K Hold
900
– – ﹤0.01% 847
2025
Q2 		$11.7K Sell
900
-1,694
-65% -$21.9K ﹤0.01% 828
2025
Q1 		$35.4K Buy
2,594
+1,694
+188% +$22.8K ﹤0.01% 626
2024
Q4 		$11.7K Hold
900
– – ﹤0.01% 810
2024
Q3 		$12.1K Hold
900
– – ﹤0.01% 819
2024
Q2 		$12.6K Sell
900
-900
-50% -$12.7K ﹤0.01% 803
2024
Q1 		$25K Hold
1,800
– – ﹤0.01% 679
2023
Q4 		$23.9K Hold
1,800
– – ﹤0.01% 671
2023
Q3 		$26.9K Hold
1,800
– – ﹤0.01% 636
2023
Q2 		$24.5K Sell
1,800
-2,366
-57% -$32.9K ﹤0.01% 659
2023
Q1 		$59.2K Hold
4,166
– – ﹤0.01% 500
2022
Q4 		$61.6K Hold
4,166
– – ﹤0.01% 482
2022
Q3 		$67K Hold
4,166
– – ﹤0.01% 444
2022
Q2 		$75K Sell
4,166
-550
-12% -$10.5K ﹤0.01% 442
2022
Q1 		$83K Sell
4,716
-157
-3% -$2.53K ﹤0.01% 437
2021
Q4 		$69K Buy
4,873
+157
+3% +$3.09K ﹤0.01% 515
2021
Q3 		$99K Hold
4,716
– – 0.01% 416
2021
Q2 		$95K Buy
4,716
+2,350
+99% +$44.7K 0.01% 401
2021
Q1 		$41K Buy
+2,366
New +$39.8K ﹤0.01% 479
2020
Q3 		– Sell
-2,800
Closed -$36K – 718
2020
Q2 		$36K Buy
+2,800
New +$34K ﹤0.01% 410

Other funds holding PDBC

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return