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Triad Wealth Partners’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-1,048
Closed -$14.7K – 653
2024
Q2 		$14.7K Buy
+1,048
New +$14.8K 0.01% 399

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Triad Wealth Partners's PDBC Position: Q3 2024 in Review

Triad Wealth Partners sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q3 2024, closing a stake of 1,048 shares — an estimated $14.7K sold.

Triad Wealth Partners first reported a position in PDBC in Q2 2024 and held it in 1 quarter. The position peaked at $14.7K in Q2 2024. 394 funds tracked by Wall St. Rank hold PDBC as of Q3 2024.

  • Triad Wealth Partners reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,048 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q3 2024, an estimated $14.7K.
  • Triad Wealth Partners first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $14.7K in Q2 2024.
  • 394 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 Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.