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
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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

PWAC

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

PPWM

Perissos Private Wealth Management Bethany, Oklahoma $115M AUM 18.9% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PGF

Plan Group Financial Oklahoma City, Oklahoma $426M AUM 20.19% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VisionPoint Advisory Group's PDBA Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) in Q1 2025, closing a stake of 2,216 shares — an estimated $78.4K sold.

VisionPoint Advisory Group first reported a position in PDBA in Q2 2023 and held it in 6 quarters. The position peaked at $155K in Q1 2024. 25 funds tracked by Wall St. Rank hold PDBA as of Q1 2025.

VisionPoint Advisory Group reported no remaining Invesco Agriculture Commodity Strategy No K-1 ETF position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 2,216 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q1 2025, an estimated $78.4K.
VisionPoint Advisory Group first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q2 2023 and held it in 6 quarters.
VisionPoint Advisory Group's Invesco Agriculture Commodity Strategy No K-1 ETF position peaked at $155K in Q1 2024.
25 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.