Sequoia Financial 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
Q3
Sell
-11,183
Closed -$146K 1795
2025
Q2
$146K Sell
11,183
-2,232
-17% -$28.8K ﹤0.01% 1509
2025
Q1
$183K Sell
13,415
-2,225
-14% -$29.9K ﹤0.01% 1281
2024
Q4
$203K Buy
+15,640
New +$211K ﹤0.01% 1217

Other funds holding PDBC

Sequoia Financial Advisors's PDBC Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q3 2025, closing a stake of 11,183 shares — an estimated $146K sold.

Sequoia Financial Advisors first reported a position in PDBC in Q4 2024 and held it in 3 quarters. The position peaked at $203K in Q4 2024. 362 funds tracked by Wall St. Rank hold PDBC as of Q3 2025.

  • Sequoia Financial 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 Q3 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,183 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q3 2025, an estimated $146K.
  • Sequoia Financial 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 2024 and held it in 3 quarters.
  • Sequoia Financial Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $203K in Q4 2024.
  • 362 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 Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.