SWM
SigFig 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
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.1M | Buy |
6,610,640
+43,933
| +0.7% | +$572K | 2.85% | 10 |
|
|
2025
Q1 | $88.4M | Buy |
6,566,707
+63,574
| +1% | +$856K | 3.19% | 10 |
|
|
2024
Q4 | $84.1M | Buy |
6,503,133
+510,072
| +9% | +$6.6M | 3.04% | 10 |
|
|
2024
Q3 | $80.7M | Buy |
5,993,061
+352,818
| +6% | +$4.75M | 2.93% | 12 |
|
|
2024
Q2 | $79.2M | Buy |
5,640,243
+191,637
| +4% | +$2.69M | 2.98% | 11 |
|
|
2024
Q1 | $75.6M | Buy |
5,448,606
+519,260
| +11% | +$7.2M | 2.77% | 12 |
|
|
2023
Q4 | $65.6M | Buy |
4,929,346
+189,884
| +4% | +$2.53M | 2.49% | 15 |
|
|
2023
Q3 | $70.9M | Buy |
4,739,462
+174,311
| +4% | +$2.61M | 2.84% | 13 |
|
|
2023
Q2 | $61.6M | Buy |
4,565,151
+191,859
| +4% | +$2.59M | 2.39% | 16 |
|
|
2023
Q1 | $62.2M | Buy |
4,373,292
+100,688
| +2% | +$1.43M | 3.43% | 11 |
|
|
2022
Q4 | $63.2M | Buy |
4,272,604
+395,524
| +10% | +$5.85M | 3.13% | 11 |
|
|
2022
Q3 | $63.5M | Buy |
3,877,080
+2,479,965
| +178% | +$40.6M | 3.33% | 11 |
|
|
2022
Q2 | $25.2M | Buy |
+1,397,115
| New | +$25.2M | 1.31% | 15 |
|