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Walser Wealth Management’s Invesco Agriculture Commodity Strategy No K-1 ETF PDBA Stock Holding History

Walser Wealth Management’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
Q2 		– Sell
-141,880
Closed -$5.17M – 231
2026
Q1 		$5.17M Buy
+141,880
New +$4.94M 2.32% 5

Other funds holding PDBA

PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
BFP
Briaud Financial Planning College Station, Texas $380M AUM 33.84% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Walser Wealth Management's PDBA Position: Q2 2026 in Review

Walser Wealth Management sold out of Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) in Q2 2026, closing a stake of 141,880 shares — an estimated $5.17M sold.

Walser Wealth Management first reported a position in PDBA in Q1 2026 and held it in 1 quarter. The position peaked at $5.17M in Q1 2026. 62 funds tracked by Wall St. Rank hold PDBA as of Q2 2026.

  • Walser Wealth Management reported no remaining Invesco Agriculture Commodity Strategy No K-1 ETF position as of Q2 2026 after selling out during the quarter.
  • Walser Wealth Management sold 141,880 Invesco Agriculture Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $5.17M.
  • Walser Wealth Management first reported a position in Invesco Agriculture Commodity Strategy No K-1 ETF in Q1 2026 and held it in 1 quarter.
  • Walser Wealth Management's Invesco Agriculture Commodity Strategy No K-1 ETF position peaked at $5.17M in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Invesco Agriculture Commodity Strategy No K-1 ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.