Trek Financial’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
2026
Q2
$1.84M Buy
116,097
+94,864
+447% +$1.67M 0.09% 191
2026
Q1
$368K Buy
+21,233
New +$321K 0.02% 344
2023
Q4
Sell
-33,292
Closed -$498K 345
2023
Q3
$498K Buy
+33,292
New +$488K 0.05% 179
2021
Q3
Sell
-105,521
Closed -$2.12M 246
2021
Q2
$2.12M Buy
105,521
+25,585
+32% +$487K 0.23% 41
2021
Q1
$1.38M Buy
+79,936
New +$1.35M 0.16% 49

Other funds holding PDBC

Trek Financial's PDBC Position: Q2 2026 in Review

Trek Financial increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 447% in Q2 2026, buying an estimated $1.67M and bringing the position to 116,097 shares worth $1.84M. The position accounts for 0.09% of the portfolio, ranked #191.

Trek Financial first reported a position in PDBC in Q1 2021 and has held it in 5 quarters since. The position peaked at $2.12M in Q2 2021. 445 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

  • Trek Financial held 116,097 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $1.84M as of Q2 2026.
  • Trek Financial bought 94,864 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $1.67M.
  • Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.09% of Trek Financial's portfolio in Q2 2026, its #191 holding.
  • Trek Financial first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q1 2021 and has held it in 5 quarters since.
  • Trek Financial's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $2.12M in Q2 2021.
  • 445 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 Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.