Wealthcare Advisory Partners’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
2023
Q4
Sell
-17,683
Closed -$264K 765
2023
Q3
$264K Sell
17,683
-7,646
-30% -$112K 0.01% 583
2023
Q2
$345K Sell
25,329
-489
-2% -$6.8K 0.02% 531
2023
Q1
$367K Buy
25,818
+4,388
+20% +$63K 0.02% 532
2022
Q4
$317K Buy
21,430
+9,546
+80% +$159K 0.02% 521
2022
Q3
$192K Buy
+11,884
New +$204K 0.01% 571
2021
Q2
Sell
-72
Closed -$1K 1467
2021
Q1
$1K Buy
+72
New +$1.21K ﹤0.01% 2000
2018
Q2
Sell
-381
Closed -$7K 1290
2018
Q1
$7K Sell
381
-2,062
-84% -$36.3K ﹤0.01% 794
2017
Q4
$43K Buy
+2,443
New +$42.4K 0.01% 398

Other funds holding PDBC

Wealthcare Advisory Partners's PDBC Position: Q4 2023 in Review

Wealthcare Advisory Partners sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q4 2023, closing a stake of 17,683 shares — an estimated $264K sold.

Wealthcare Advisory Partners first reported a position in PDBC in Q4 2017 and held it in 8 quarters. The position peaked at $367K in Q1 2023. 427 funds tracked by Wall St. Rank hold PDBC as of Q4 2023.

  • Wealthcare Advisory Partners reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q4 2023 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 17,683 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q4 2023, an estimated $264K.
  • Wealthcare Advisory Partners 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 2017 and held it in 8 quarters.
  • Wealthcare Advisory Partners's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $367K in Q1 2023.
  • 427 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 Q4 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2023, filed 6 Feb 2024.