Wealthspire Advisors (New York)’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
2026
Q1
$2.92M Buy
168,677
+7,692
+5% +$116K 0.02% 232
2025
Q4
$2.13M Buy
160,985
+84,847
+111% +$1.15M 0.02% 285
2025
Q3
$1.02M Buy
76,138
+4,553
+6% +$60.4K 0.01% 390
2025
Q2
$933K Sell
71,585
-534
-0.7% -$6.89K 0.01% 403
2025
Q1
$983K Buy
72,119
+11,592
+19% +$156K 0.01% 380
2024
Q4
$786K Sell
60,527
-13,735
-18% -$185K 0.01% 417
2024
Q3
$997K Sell
74,262
-44
-0.1% -$593 0.01% 373
2024
Q2
$1.04M Buy
74,306
+2,100
+3% +$29.7K 0.01% 306
2024
Q1
$1M Sell
72,206
-6,896
-9% -$92.6K 0.01% 316
2023
Q4
$1.05M Sell
79,102
-9,709
-11% -$139K 0.01% 302
2023
Q3
$1.33M Sell
88,811
-4,633
-5% -$67.9K 0.02% 230
2023
Q2
$1.27M Sell
93,444
-5,355
-5% -$74.5K 0.02% 216
2023
Q1
$1.4M Sell
98,799
-10,295
-9% -$148K 0.02% 194
2022
Q4
$1.61M Buy
109,094
+33,557
+44% +$559K 0.03% 182
2022
Q3
$1.22M Sell
75,537
-4,103
-5% -$70.4K 0.03% 194
2022
Q2
$1.44M Buy
79,640
+41,373
+108% +$787K 0.03% 171
2022
Q1
$675K Sell
38,267
-13,405
-26% -$216K 0.02% 230
2021
Q4
$727K Buy
51,672
+19,466
+60% +$383K 0.02% 265
2021
Q3
$678K Buy
32,206
+7,354
+30% +$147K 0.01% 304
2021
Q2
$499K Buy
+24,852
New +$473K 0.01% 227
2020
Q2
Sell
-11,239
Closed -$133K 456
2020
Q1
$133K Buy
+11,239
New +$163K 0.01% 518

Other funds holding PDBC

Wealthspire Advisors (New York)'s PDBC Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 4.8% in Q1 2026, buying an estimated $116K and bringing the position to 168,677 shares worth $2.92M. The position accounts for 0.02% of the portfolio, ranked #232.

Wealthspire Advisors (New York) first reported a position in PDBC in Q1 2020 and has held it in 21 quarters since. 447 funds tracked by Wall St. Rank hold PDBC as of Q1 2026.

  • Wealthspire Advisors (New York) held 168,677 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $2.92M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 7,692 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $116K.
  • Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #232 holding.
  • Wealthspire Advisors (New York) first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q1 2020 and has held it in 21 quarters since.
  • 447 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 Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.