Congress Wealth Management LLC DE Raises Stock Holdings in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC)

Congress Wealth Management LLC DE lifted its holdings in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC) by 13.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 127,257 shares of the exchange traded fund’s stock after purchasing an additional 14,922 shares during the quarter. Congress Wealth Management LLC DE’s holdings in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF were worth $1,653,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Charles Schwab Investment Management Inc. lifted its position in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF by 6.2% during the third quarter. Charles Schwab Investment Management Inc. now owns 6,241,416 shares of the exchange traded fund’s stock valued at $83,822,000 after purchasing an additional 364,421 shares during the last quarter. Great Valley Advisor Group Inc. purchased a new stake in shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF during the 3rd quarter valued at about $139,000. Larson Financial Group LLC lifted its holdings in shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF by 162.1% in the 3rd quarter. Larson Financial Group LLC now owns 12,140 shares of the exchange traded fund’s stock valued at $163,000 after acquiring an additional 7,508 shares during the last quarter. Private Trust Co. NA grew its position in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF by 80.4% in the third quarter. Private Trust Co. NA now owns 4,637 shares of the exchange traded fund’s stock worth $62,000 after acquiring an additional 2,067 shares in the last quarter. Finally, D.A. Davidson & CO. increased its stake in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF by 11.9% during the third quarter. D.A. Davidson & CO. now owns 14,149 shares of the exchange traded fund’s stock worth $190,000 after acquiring an additional 1,509 shares during the last quarter.

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF Stock Down 0.1 %

NASDAQ:PDBC opened at $13.47 on Thursday. The business has a 50 day simple moving average of $13.48 and a 200-day simple moving average of $13.43. Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF has a 1 year low of $12.60 and a 1 year high of $14.55.

About Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

The Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) is an exchange-traded fund that mostly invests in broad market commodities. The fund holds a diverse basket of commodity futures and aims to mitigate negative roll yield in its contract selection. The fund is structured as an ETF and is actively managed.