White Lighthouse Investment Management’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

White Lighthouse Investment Management’s Portfolio PDBC Stock Details PDBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$214K	Hold	13,485	–	–	0.03%	145
2026 Q1	$234K	Sell	13,485 -14	-0.1%	-$212	0.03%	137
2025 Q4	$179K	Buy	13,499 +44	+0.3%	+$595	0.03%	150
2025 Q3	$181K	Sell	13,455 -1,385	-9%	-$18.4K	0.03%	139
2025 Q2	$194K	Buy	14,840 +2,085	+16%	+$26.9K	0.03%	138
2025 Q1	$174K	Buy	+12,755	New	+$172K	0.03%	132
2019 Q4	–	Sell	-31,093	Closed	-$486K	–	134
2019 Q3	$486K	Sell	31,093 -9,742	-24%	-$155K	0.2%	79
2019 Q2	$668K	Sell	40,835 -6,355	-13%	-$105K	0.28%	68
2019 Q1	$784K	Sell	47,190 -7,280	-13%	-$119K	0.36%	57
2018 Q4	$821K	Sell	54,470 -19,690	-27%	-$337K	0.45%	54
2018 Q3	$1.39M	Buy	74,160 +390	+0.5%	+$7.01K	0.71%	34
2018 Q2	$1.36M	Buy	73,770 +2,734	+4%	+$50.3K	0.75%	30
2018 Q1	$1.26M	Buy	71,036 +3,435	+5%	+$60.5K	0.72%	34
2017 Q4	$1.18M	Buy	+67,601	New	+$1.17M	0.68%	36

Other funds holding PDBC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BFP

Briaud Financial Planning College Station, Texas $380M AUM 33.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

White Lighthouse Investment Management's PDBC Position: Q2 2026 in Review

White Lighthouse Investment Management held its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) position steady in Q2 2026 at 13,485 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #145.

White Lighthouse Investment Management first reported a position in PDBC in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.39M in Q3 2018. 270 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.

White Lighthouse Investment Management held 13,485 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $214K as of Q2 2026.
White Lighthouse Investment Management left its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF share count unchanged in Q2 2026.
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.03% of White Lighthouse Investment Management's portfolio in Q2 2026, its #145 holding.
White Lighthouse Investment Management 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 has held it in 14 quarters since.
White Lighthouse Investment Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $1.39M in Q3 2018.
270 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 Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.