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

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 350 shares of PDBC stock, worth $4,623. This represents 0.0% of its overall portfolio holdings.

Number of Shares

350

Previous 15,350 97.72%

Holding current value

$4,623

Previous $209,000 98.09%

% of portfolio

0.0%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$12.21 - $13.9 $183,150 - $208,500	-15,000 Reduced 97.72%	350 $4,000
Q1 2025 Apr 22, 2025	SELL	$13.05 - $13.97 $5,872 - $6,286	-450 Reduced 2.85%	15,350 $209,000
Q3 2024 Oct 25, 2024	BUY	$12.67 - $14.36 $194,484 - $220,426	15,350 Added 3411.11%	15,800 $212,000
Q2 2024 Jul 15, 2024	SELL	$13.7 - $14.47 $5,808 - $6,135	-424 Reduced 48.51%	450 $6,000
Q1 2024 Apr 30, 2024	BUY	$13.13 - $13.89 $5,908 - $6,250	450 Added 106.13%	874 $12,000
Q4 2023 Feb 07, 2024	SELL	$13.3 - $15.17 $3,364 - $3,838	-253 Reduced 37.37%	424 $5,000
Q3 2023 Nov 02, 2023	BUY	$13.62 - $15.34 $3,445 - $3,881	253 Added 59.67%	677 $10,000
Q2 2023 Aug 07, 2023	BUY	$13.23 - $14.66 $5,609 - $6,215	424 New	424 $5,000
Q1 2022 May 02, 2022	SELL	$14.12 - $19.06 $5,407 - $7,299	-383 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$13.45 - $22.71 $5,151 - $8,697	383 New	383 $5,000
Q4 2018 Jan 28, 2019	SELL	N/A	-37 Closed	0 $0
Q2 2018 Jul 26, 2018	BUY	N/A	37 New	37 $1,000

Others Institutions Holding PDBC

# of Institutions

437

Shares Held

305M

Call Options Held

52.3K

Put Options Held

View Full List

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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

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