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

WT 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 Q1	$2.02M	Buy	55,520 +9,904	+22%	+$345K	0.6%	46
2025 Q4	$1.55M	Buy	+45,616	New	+$1.6M	0.45%	65

Other funds holding PDBA

Briaud Financial Planning College Station, Texas $381M AUM 37.82% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

Perissos Private Wealth Management Bethany, Oklahoma $115M AUM 18.9% 1-Year Est. Return

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $223M AUM

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return