Creative Planning Invesco Fd Tr Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Invesco Fd Tr stock. As of the latest transaction made, Creative Planning holds 28,041 shares of PDN stock, worth $1.16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

28,041

Previous 27,747 1.06%

Holding current value

$1.16 Million

Previous $1.08 Million 6.77%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$38.58 - $41.85 $11,342 - $12,303	294 Added 1.06%	28,041 $1.15 Million
Q2 2025 Aug 08, 2025	SELL	$30.37 - $38.92 $97,487 - $124,933	-3,210 Reduced 10.37%	27,747 $1.08 Million
Q1 2025 May 15, 2025	BUY	$31.2 - $34.9 $97,905 - $109,516	3,138 Added 11.28%	30,957 $1.04 Million
Q4 2024 Feb 14, 2025	SELL	$31.62 - $34.97 $265,038 - $293,118	-8,382 Reduced 23.15%	27,819 $879,000
Q3 2024 Oct 11, 2024	BUY	$31.75 - $35.44 $289,972 - $323,673	9,133 Added 33.74%	36,201 $1.27 Million

Q2 2024 Aug 15, 2024	BUY	$31.6 - $33.74 $73,659 - $78,647	2,331 Added 9.42%	27,068 $874,000
Q1 2024 May 10, 2024	BUY	$30.93 - $33.01 $33,651 - $35,914	1,088 Added 4.6%	24,737 $813,000
Q4 2023 Feb 14, 2024	SELL	$27.78 - $32.51 $50,420 - $59,005	-1,815 Reduced 7.13%	23,649 $768,000
Q3 2023 Nov 16, 2023	BUY	$29.49 - $32.26 $64,140 - $70,165	2,175 Added 9.34%	25,464 $752,000
Q2 2023 Jul 21, 2023	SELL	$30.16 - $31.85 $54,016 - $57,043	-1,791 Reduced 7.14%	23,289 $717,000
Q1 2023 May 15, 2023	BUY	$29.55 - $32.26 $58,449 - $63,810	1,978 Added 8.56%	25,080 $777,000
Q4 2022 Feb 10, 2023	BUY	$25.44 - $30.38 $179,911 - $214,847	7,072 Added 44.12%	23,102 $684,000
Q3 2022 Nov 03, 2022	SELL	$25.55 - $31.45 $74,427 - $91,613	-2,913 Reduced 15.38%	16,030 $411,000
Q2 2022 Aug 15, 2022	BUY	$28.89 - $35.0 $157,334 - $190,610	5,446 Added 40.35%	18,943 $551,000
Q1 2022 May 16, 2022	BUY	$32.41 - $37.18 $139,362 - $159,874	4,300 Added 46.75%	13,497 $465,000
Q4 2021 Feb 11, 2022	BUY	$35.57 - $39.02 $51,967 - $57,008	1,461 Added 18.89%	9,197 $338,000
Q3 2021 Nov 10, 2021	BUY	$37.05 - $39.82 $32,381 - $34,802	874 Added 12.74%	7,736 $291,000
Q2 2021 Aug 04, 2021	BUY	$36.96 - $39.61 $50,265 - $53,869	1,360 Added 24.72%	6,862 $263,000
Q1 2021 Apr 30, 2021	SELL	$34.59 - $37.23 $37,322 - $40,171	-1,079 Reduced 16.4%	5,502 $201,000
Q4 2020 Jan 29, 2021	BUY	$28.97 - $34.73 $190,651 - $228,558	6,581 New	6,581 $227,000

Others Institutions Holding PDN

# of Institutions

120

Shares Held

5.05M

Call Options Held

Put Options Held

View Full List

About INVESCO FD TR

Ticker PDN
Sector ETFs
Industry ETFs

More about PDN

Track This Portfolio

Portfolio Update

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

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Invesco Fd Tr Transaction History