SWMG
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Sard Wealth Management Group’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Sard Wealth Management Group’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
2025
Q3 		– Sell
-16,065
Closed -$209K – 55
2025
Q2 		$209K Hold
16,065
– – 0.13% 46
2025
Q1 		$219K Hold
16,065
– – 0.15% 45
2024
Q4 		$209K Sell
16,065
-4,247
-21% -$57.3K 0.14% 44
2024
Q3 		$273K Sell
20,312
-1,903
-9% -$25.6K 0.18% 36
2024
Q2 		$312K Hold
22,215
– – 0.22% 33
2024
Q1 		$308K Sell
22,215
-301
-1% -$4.04K 0.28% 31
2023
Q4 		$299K Buy
+22,516
New +$323K 0.3% 30

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SWM
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