Briaud Financial Planning Inc Has $36.69 Million Holdings in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC

Briaud Financial Planning Inc grew its holdings in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC) by 2.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,769,288 shares of the exchange traded fund’s stock after purchasing an additional 60,012 shares during the quarter. Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF comprises about 9.0% of Briaud Financial Planning Inc’s investment portfolio, making the stock its 5th largest position. Briaud Financial Planning Inc owned 0.81% of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $36,693,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the business. Pacifica Partners Inc. bought a new position in shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in the fourth quarter valued at about $26,000. CENTRAL TRUST Co bought a new stake in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF during the 3rd quarter worth about $43,000. EverSource Wealth Advisors LLC increased its position in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF by 23.7% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 4,070 shares of the exchange traded fund’s stock valued at $53,000 after acquiring an additional 781 shares in the last quarter. United Community Bank bought a new position in shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in the third quarter worth about $65,000. Finally, Reyes Financial Architecture Inc. raised its stake in shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF by 1,150.9% in the third quarter. Reyes Financial Architecture Inc. now owns 5,041 shares of the exchange traded fund’s stock worth $68,000 after acquiring an additional 4,638 shares during the last quarter.

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF Price Performance

PDBC opened at $17.84 on Friday. Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF has a one year low of $12.35 and a one year high of $17.90. The company’s 50 day simple moving average is $16.43 and its 200-day simple moving average is $14.65.

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

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. PDBC was launched on Nov 7, 2014 and is managed by Invesco.