Upper Left Wealth Management, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Upper Left Wealth Management, LLC

  • $151 Million
  • Q3 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 42,579 shares of PDBC stock, worth $562,468. This represents 0.38% of its overall portfolio holdings.

Number of Shares
42,579
Previous 42,941 0.84%
Holding current value
$562,468
Previous $559,000 2.15%
% of portfolio
0.38%
Previous 0.39%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$12.9 - $13.59 $4,669 - $4,919
-362 Reduced 0.84%
42,579 $571,000
Q2 2025

Jul 07, 2025
SELL
$12.21 - $13.9 $250,011 - $284,616
-20,476 Reduced 32.29%
42,941 $559,000
Q1 2025

Apr 14, 2025
SELL
$13.05 - $13.97 $25,786 - $27,604
-1,976 Reduced 3.02%
63,417 $853,000
Q4 2024

Jan 23, 2025
BUY
$12.74 - $14.23 $143,006 - $159,731
11,225 Added 20.72%
65,393 $849,000
Q3 2024

Nov 13, 2024
BUY
$12.67 - $14.36 $66,631 - $75,519
5,259 Added 10.75%
54,168 $727,000
Q2 2024

Jul 25, 2024
BUY
$13.7 - $14.47 $56,978 - $60,180
4,159 Added 9.29%
48,909 $687,000
Q1 2024

Apr 23, 2024
SELL
$13.13 - $13.89 $48,567 - $51,379
-3,699 Reduced 7.63%
44,750 $620,000
Q4 2023

Jan 23, 2024
SELL
$13.3 - $15.17 $69,186 - $78,914
-5,202 Reduced 9.7%
48,449 $644,000
Q3 2023

Oct 25, 2023
SELL
$13.62 - $15.34 $2.06 Million - $2.33 Million
-151,609 Reduced 73.86%
53,651 $802,000
Q2 2023

Jul 25, 2023
SELL
$13.23 - $14.66 $1.58 Million - $1.75 Million
-119,451 Reduced 36.79%
205,260 $2.79 Million
Q1 2023

Apr 25, 2023
BUY
$13.58 - $15.17 $828,950 - $926,007
61,042 Added 23.15%
324,711 $4.62 Million
Q4 2022

Jan 17, 2023
SELL
$14.35 - $17.95 $88,008 - $110,087
-6,133 Reduced 2.27%
263,669 $0
Q3 2022

Nov 01, 2022
BUY
$15.85 - $18.23 $91,866 - $105,661
5,796 Added 2.2%
269,802 $4.44 Million
Q2 2022

Jul 08, 2022
SELL
$17.71 - $20.69 $1.06 Million - $1.24 Million
-59,733 Reduced 18.45%
264,006 $4.76 Million
Q1 2022

Apr 18, 2022
SELL
$14.12 - $19.06 $183,249 - $247,360
-12,978 Reduced 3.85%
323,739 $5.73 Million
Q4 2021

Feb 15, 2022
BUY
$13.45 - $22.71 $4.53 Million - $7.65 Million
336,717 New
336,717 $4.78 Million

Others Institutions Holding PDBC

# of Institutions
430
Shares Held
305M
Call Options Held
52.3K
Put Options Held
0
View Full List

About INVESCO ACT MGE ET CMDT FD TR

PDBC Quotes by TradingView
  • Ticker PDBC
  • Sector ETFs
  • Industry ETFs
More about PDBC
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