Ulland Investment Advisors’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Ulland Investment Advisors’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
2026 Q2	$3K	Hold	213	–	–	﹤0.01%	213
2026 Q1	$4K	Hold	213	–	–	﹤0.01%	197
2025 Q4	$3K	Hold	213	–	–	﹤0.01%	202
2025 Q3	$3K	Buy	+213	New	+$2.83K	﹤0.01%	213
2023 Q2	–	Sell	-4,815	Closed	-$68K	–	221
2023 Q1	$68K	Buy	4,815 +815	+20%	+$11.7K	0.08%	81
2022 Q4	$59K	Hold	4,000	–	–	0.07%	86
2022 Q3	$65K	Buy	4,000 +3,000	+300%	+$51.5K	0.07%	81
2022 Q2	$18K	Buy	+1,000	New	+$19K	0.02%	149

Other funds holding PDBC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BFP

Briaud Financial Planning College Station, Texas $380M AUM 33.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ulland Investment Advisors's PDBC Position: Q2 2026 in Review

Ulland Investment Advisors held its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) position steady in Q2 2026 at 213 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Ulland Investment Advisors first reported a position in PDBC in Q2 2022 and has held it in 8 quarters since. The position peaked at $68K in Q1 2023. 256 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

Ulland Investment Advisors held 213 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $3K as of Q2 2026.
Ulland Investment Advisors left its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF share count unchanged in Q2 2026.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #213 holding.
Ulland Investment 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 Q2 2022 and has held it in 8 quarters since.
Ulland Investment Advisors's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $68K in Q1 2023.
256 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 Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.