Searcy Financial Services’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
2023
Q1
Sell
-716,170
Closed -$10.6M 20
2022
Q4
$10.6M Sell
716,170
-20,157
-3% -$336K 6.15% 8
2022
Q3
$11.9M Buy
736,327
+59,744
+9% +$1.03M 7.55% 7
2022
Q2
$12.2M Buy
+676,583
New +$12.9M 7.58% 7

Other funds holding PDBC

Searcy Financial Services's PDBC Position: Q1 2023 in Review

Searcy Financial Services sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q1 2023, closing a stake of 716,170 shares — an estimated $10.6M sold.

Searcy Financial Services first reported a position in PDBC in Q2 2022 and held it in 3 quarters. The position peaked at $12.2M in Q2 2022. 423 funds tracked by Wall St. Rank hold PDBC as of Q1 2023.

  • Searcy Financial Services 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 2023 after selling out during the quarter.
  • Searcy Financial Services sold 716,170 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2023, an estimated $10.6M.
  • Searcy Financial Services first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2022 and held it in 3 quarters.
  • Searcy Financial Services's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $12.2M in Q2 2022.
  • 423 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 2023.

Based on Searcy Financial Services's 13F filing for Q1 2023, filed 14 Apr 2023.