Sand Hill Global 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
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-40,815
Closed -$530K 205
2024
Q4
$530K Buy
40,815
+17,068
+72% +$230K 0.02% 137
2024
Q3
$319K Buy
+23,747
New +$320K 0.01% 159
2024
Q2
Sell
-29,780
Closed -$413K 196
2024
Q1
$413K Sell
29,780
-12,185
-29% -$164K 0.02% 128
2023
Q4
$558K Buy
+41,965
New +$601K 0.03% 121

Other funds holding PDBC

Sand Hill Global Advisors's PDBC Position: Q1 2025 in Review

Sand Hill Global Advisors sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q1 2025, closing a stake of 40,815 shares — an estimated $530K sold.

Sand Hill Global Advisors first reported a position in PDBC in Q4 2023 and held it in 4 quarters. The position peaked at $558K in Q4 2023. 395 funds tracked by Wall St. Rank hold PDBC as of Q1 2025.

  • Sand Hill Global 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 Q1 2025 after selling out during the quarter.
  • Sand Hill Global Advisors sold 40,815 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2025, an estimated $530K.
  • Sand Hill Global 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 2023 and held it in 4 quarters.
  • Sand Hill Global Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $558K in Q4 2023.
  • 395 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 2025.

Based on Sand Hill Global Advisors's 13F filing for Q1 2025, filed 13 May 2025.