Valued Wealth Advisors LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Valued Wealth Advisors LLC

$192 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 05, 2024	BUY	$13.3 - $15.17 $22,344 - $25,485	1,680 New	1,680 $25.1 Million

Others Institutions Holding PDBC

# of Institutions

431

Shares Held

322M

Call Options Held

83K

Put Options Held

100

Wells Fargo & Company San Francisco, CA

121M
Shares

$1.57 Billion
0.38% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

31.5M
Shares

$409 Million
1.24% of portfolio
Lpl Financial LLC Fort Mill, SC

28.5M
Shares

$370 Million
0.13% of portfolio
Morgan Stanley New York, NY

21.2M
Shares

$275 Million
0.02% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$207 Million
1.14% of portfolio

About INVESCO ACT MGE ET CMDT FD TR

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