Fulcrum Equity Management Invesco Act Mge Et Cmdt Fd Tr Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Jan 25, 2022	SELL	$18.68 - $21.1 $599,273 - $676,909	-32,081 Closed	0 $0
Q2 2021 Jul 15, 2021	BUY	$17.26 - $20.1 $553,718 - $644,828	32,081 New	32,081 $645,000

Others Institutions Holding PDBC

# of Institutions

437

Shares Held

283M

Call Options Held

23.5K

Put Options Held

21.5K

Wells Fargo & Company San Francisco, CA

126M
Shares

$1.69 Billion
0.39% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

26.4M
Shares

$354 Million
1.2% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$280 Million
0.02% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$213 Million
1.14% of portfolio
Bank Of America Corp Charlotte, NC

6.36M
Shares

$85.2 Million
0.01% of portfolio

About INVESCO ACT MGE ET CMDT FD TR

Ticker PDBC
Sector ETFs
Industry ETFs

More about PDBC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.