Upper Left Wealth Management’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
$537K Sell
33,805
-5,014
-13% -$88K 0.3% 55
2026
Q1
$672K Sell
38,819
-2,889
-7% -$43.6K 0.4% 47
2025
Q4
$553K Sell
41,708
-871
-2% -$11.8K 0.34% 48
2025
Q3
$572K Sell
42,579
-362
-0.8% -$4.8K 0.36% 47
2025
Q2
$560K Sell
42,941
-20,476
-32% -$264K 0.37% 47
2025
Q1
$864K Sell
63,417
-1,976
-3% -$26.6K 0.62% 35
2024
Q4
$849K Buy
65,393
+11,225
+21% +$151K 0.73% 38
2024
Q3
$723K Buy
54,168
+5,259
+11% +$70.9K 0.63% 39
2024
Q2
$687K Buy
48,909
+4,159
+9% +$58.7K 0.62% 41
2024
Q1
$621K Sell
44,750
-3,699
-8% -$49.7K 0.58% 40
2023
Q4
$644K Sell
48,449
-5,202
-10% -$74.6K 0.63% 39
2023
Q3
$802K Sell
53,651
-151,609
-74% -$2.22M 0.83% 29
2023
Q2
$2.79M Sell
205,260
-119,451
-37% -$1.66M 3.1% 14
2023
Q1
$4.62M Buy
324,711
+61,042
+23% +$876K 5.24% 2
2022
Q4
$3.9M Sell
263,669
-6,133
-2% -$102K 4.61% 4
2022
Q3
$4.44M Buy
269,802
+5,796
+2% +$99.4K 5.78% 2
2022
Q2
$4.76M Sell
264,006
-59,733
-18% -$1.14M 5.51% 2
2022
Q1
$5.73M Sell
323,739
-12,978
-4% -$209K 5.94% 1
2021
Q4
$4.78M Buy
+336,717
New +$6.63M 4.77% 4

Other funds holding PDBC

Upper Left Wealth Management's PDBC Position: Q2 2026 in Review

Upper Left Wealth Management reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 13% in Q2 2026, selling an estimated $88K and leaving 33,805 shares worth $537K. The position accounts for 0.3% of the portfolio, ranked #55.

Upper Left Wealth Management first reported a position in PDBC in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.73M in Q1 2022. 64 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

  • Upper Left Wealth Management held 33,805 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $537K as of Q2 2026.
  • Upper Left Wealth Management sold 5,014 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $88K.
  • Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.3% of Upper Left Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Upper Left Wealth Management 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 2021 and has held it in 19 quarters since.
  • Upper Left Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $5.73M in Q1 2022.
  • 64 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 Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.