Principia Wealth Advisory, LLC
Position in PDBC — Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
CIK 2041436
DALLAS, TX
All Filings in PDBC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 PDBC | $7,066,187 | 444,974 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 PDBC | $2,667,331 | 154,003 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 PDBC | $2,343,116 | 176,839 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 PDBC | $462,730 | 34,455 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 PDBC | $385,853 | 29,590 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 PDBC | $13,043 | 957 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 PDBC | $12,444 | 958 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||