Stonebridge Financial Group (Pennsylvania)’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 Q2	–	Sell	-430	Closed	-$5.86K	–	720
2025 Q1	$5.86K	Sell	430 -153	-26%	-$2.06K	﹤0.01%	680
2024 Q4	$7.57K	Buy	+583	New	+$7.86K	﹤0.01%	623

Other funds holding PDBC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s PDBC Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q2 2025, closing a stake of 430 shares — an estimated $5.86K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in PDBC in Q4 2024 and held it in 2 quarters. The position peaked at $7.57K in Q4 2024. 384 funds tracked by Wall St. Rank hold PDBC as of Q2 2025.

Stonebridge Financial Group (Pennsylvania) reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q2 2025 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 430 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2025, an estimated $5.86K.
Stonebridge Financial Group (Pennsylvania) 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 2 quarters.
Stonebridge Financial Group (Pennsylvania)'s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $7.57K in Q4 2024.
384 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 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.