Global Wealth Management Investment Advisory, Inc. Invesco Act Mge Et Cmdt Fd Tr Transaction History

Global Wealth Management Investment Advisory, Inc.

$578 Million
Q3 2025

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 11, 2021	SELL	$17.26 - $20.1 $20,573 - $23,959	-1,192 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$15.21 - $18.16 $18,130 - $21,646	1,192 New	1,192 $21,000
Q2 2020 Aug 12, 2020	SELL	$11.22 - $13.07 $2,344 - $2,731	-209 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$15.62 - $16.38 $515 - $540	-33 Reduced 13.64%	209 $3,000
Q2 2019 Aug 20, 2019	SELL	N/A	-28 Reduced 10.37%	242 $4,000
Q1 2019 May 10, 2019	SELL	N/A	-591 Reduced 68.64%	270 $4,000
Q4 2018 Feb 14, 2019	BUY	N/A	861 New	861 $13,000

Others Institutions Holding PDBC

# of Institutions

425

Shares Held

300M

Call Options Held

33.5K

Put Options Held

Wells Fargo & Company San Francisco, CA

100M
Shares

$1.37 Billion
0.26% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

32.8M
Shares

$448 Million
1.23% of portfolio
Lpl Financial LLC Fort Mill, SC

30.3M
Shares

$415 Million
0.13% of portfolio
Morgan Stanley New York, NY

18.3M
Shares

$250 Million
0.02% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$217 Million
1.14% of portfolio

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