SHP Wealth Management’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
Other funds holding PDBC
SWM
SHP Wealth Management's PDBC Position: Q2 2026 in Review
SHP Wealth Management reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 46% in Q2 2026, selling an estimated $1.19K and leaving 80 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.
SHP Wealth Management first reported a position in PDBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.56K in Q1 2026. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.
- SHP Wealth Management held 80 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $1.27K as of Q2 2026.
- SHP Wealth Management sold 68 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $1.19K.
- Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1520 holding.
- SHP Wealth Management 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 2025 and has held it in 3 quarters since.
- SHP Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $2.56K 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 SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.