Worth Financial Advisory Group’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
– Sell
-10,986
Closed -$146K – 143
2025
Q4
$146K Buy
+10,986
New +$149K 0.07% 179
2024
Q1
– Sell
-12,065
Closed -$160K – 144
2023
Q4
$160K Buy
12,065
+640
+6% +$9.17K 0.13% 127
2023
Q3
$171K Buy
11,425
+585
+5% +$8.57K 0.15% 120
2023
Q2
$147K Sell
10,840
-2,772
-20% -$38.6K 0.14% 115
2023
Q1
$194K Buy
13,612
+517
+4% +$7.42K 0.18% 116
2022
Q4
$194K Buy
+13,095
New +$218K 0.22% 103

Other funds holding PDBC

Worth Financial Advisory Group's PDBC Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q1 2026, closing a stake of 10,986 shares — an estimated $146K sold.

Worth Financial Advisory Group first reported a position in PDBC in Q4 2022 and held it in 6 quarters. The position peaked at $194K in Q1 2023. 449 funds tracked by Wall St. Rank hold PDBC as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 10,986 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $146K.
  • Worth Financial Advisory Group 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 2022 and held it in 6 quarters.
  • Worth Financial Advisory Group's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $194K in Q1 2023.
  • 449 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 Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.