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

Upper Left Wealth Management’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 Q3	–	Sell	-33,805	Closed	-$537K	–	77
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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Upper Left Wealth Management's PDBC Position: Q3 2026 in Review

Upper Left Wealth Management sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q3 2026, closing a stake of 33,805 shares — an estimated $537K sold.

Upper Left Wealth Management first reported a position in PDBC in Q4 2021 and held it in 19 quarters. The position peaked at $5.73M in Q1 2022. 77 funds tracked by Wall St. Rank hold PDBC as of Q3 2026.

Upper Left Wealth Management 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 2026 after selling out during the quarter.
Upper Left Wealth Management sold 33,805 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q3 2026, an estimated $537K.
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 held it in 19 quarters.
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.
77 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 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.