Salomon & Ludwin’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Salomon & Ludwin’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	$16.5K	Hold	1,044	–	–	﹤0.01%	1288
2026 Q1	$18.3K	Hold	1,044	–	–	﹤0.01%	1156
2025 Q4	$14.1K	Hold	1,044	–	–	﹤0.01%	1179
2025 Q3	$13.9K	Hold	1,044	–	–	﹤0.01%	1057
2025 Q2	$13.9K	Hold	1,044	–	–	﹤0.01%	438
2025 Q1	$14.2K	Hold	1,044	–	–	﹤0.01%	410
2024 Q4	$13.6K	Buy	1,044 +259	+33%	+$3.49K	﹤0.01%	411
2024 Q3	$10.5K	Buy	785 +740	+1,644%	+$9.97K	﹤0.01%	447
2024 Q2	$632	Hold	45	–	–	﹤0.01%	682
2024 Q1	$624	Hold	45	–	–	﹤0.01%	795
2023 Q4	$673	Hold	45	–	–	﹤0.01%	709
2023 Q3	$673	Buy	+45	New	+$659	﹤0.01%	706

Other funds holding PDBC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Salomon & Ludwin's PDBC Position: Q2 2026 in Review

Salomon & Ludwin held its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) position steady in Q2 2026 at 1,044 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Salomon & Ludwin first reported a position in PDBC in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.3K in Q1 2026. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

Salomon & Ludwin held 1,044 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $16.5K as of Q2 2026.
Salomon & Ludwin left its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF share count unchanged in Q2 2026.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1288 holding.
Salomon & Ludwin 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 2023 and has held it in 12 quarters since.
Salomon & Ludwin's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $18.3K in Q1 2026.
446 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 Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.