TCI Wealth 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
2023
Q1
Sell
-2,870
Closed -$42.4K 2607
2022
Q4
$42.4K Buy
+2,870
New +$47.8K 0.01% 451
2022
Q3
Sell
-225
Closed -$4K 2500
2022
Q2
$4K Hold
225
﹤0.01% 1671
2022
Q1
$4K Buy
+225
New +$3.63K ﹤0.01% 1760
2019
Q4
Sell
-368
Closed -$6K 1653
2019
Q3
$6K Buy
+368
New +$5.85K ﹤0.01% 767

Other funds holding PDBC

TCI Wealth Advisors's PDBC Position: Q1 2023 in Review

TCI Wealth Advisors 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 2,870 shares — an estimated $42.4K sold.

TCI Wealth Advisors first reported a position in PDBC in Q3 2019 and held it in 4 quarters. The position peaked at $42.4K in Q4 2022. 423 funds tracked by Wall St. Rank hold PDBC as of Q1 2023.

  • TCI Wealth 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 Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,870 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2023, an estimated $42.4K.
  • TCI Wealth 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 Q3 2019 and held it in 4 quarters.
  • TCI Wealth Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $42.4K in Q4 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 TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.