VisionPoint Advisory Group’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

VisionPoint Advisory Group’s Portfolio PDBA Stock Details PDBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.69M	Buy	+45,123	New	+$1.7M	0.27%	82
2025 Q1	–	Sell	-2,216	Closed	-$78.4K	–	280
2024 Q4	$78.4K	Hold	2,216	–	–	0.03%	250
2024 Q3	$83.4K	Sell	2,216 -2,118	-49%	-$74.9K	0.03%	227
2024 Q2	$149K	Hold	4,334	–	–	0.05%	186
2024 Q1	$155K	Hold	4,334	–	–	0.06%	182
2023 Q4	$129K	Buy	+4,334	New	+$138K	0.05%	171
2023 Q3	–	Sell	-4,335	Closed	-$134K	–	792
2023 Q2	$134K	Buy	+4,335	New	+$133K	0.05%	156

Other funds holding PDBA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

VisionPoint Advisory Group's PDBA Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) in Q3 2026: 45,123 shares worth $1.69M. The stake represents 0.27% of the portfolio and ranks #82 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in PDBA as recently as Q4 2024.

VisionPoint Advisory Group first reported a position in PDBA in Q2 2023 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold PDBA as of Q3 2026.

VisionPoint Advisory Group held 45,123 shares of Invesco Agriculture Commodity Strategy No K-1 ETF worth $1.69M as of Q3 2026.
Invesco Agriculture Commodity Strategy No K-1 ETF was a new VisionPoint Advisory Group position in Q3 2026.
Invesco Agriculture Commodity Strategy No K-1 ETF made up 0.27% of VisionPoint Advisory Group's portfolio in Q3 2026, its #82 holding.
VisionPoint Advisory Group first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q2 2023 and has held it in 7 quarters since.
24 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.