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Invesco Actively Managd Etf optimum yield shares owned by APCM Wealth Management for Individuals

Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by APCM Wealth Management for Individuals from 13F filings

Historical chart of APCM Wealth Management for Individuals investment in Invesco Actively Managd Etf optimum yield

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All positions including Invesco Actively Managd Etf optimum yield held by APCM Wealth Management for Individuals consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Actively Managd Etf optimum yield by APCM Wealth Management for Individuals

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.0M 148k 13.61
2023-03-31 $11M 738k 14.22
2022-12-31 $8.7M 585k 14.78
2022-09-30 $9.2M 568k 16.18
2022-06-30 $7.1M 392k 18.04
2022-03-31 $8.6M 487k 17.64
2021-12-31 $9.2M 656k 14.06
2021-09-30 $14M 667k 21.05
2021-06-30 $13M 646k 20.09
2021-03-31 $12M 695k 17.23
2020-12-31 $11M 698k 15.26
2020-09-30 $12M 864k 13.67
2020-06-30 $8.2M 631k 12.94
2020-03-31 $10M 844k 11.82
2019-12-31 $15M 909k 16.56
2019-09-30 $11M 696k 15.62
2019-06-30 $19M 1.1M 16.61
2019-03-31 $19M 1.1M 16.61
2018-12-31 $9.5M 631k 15.07
2018-09-30 $11M 588k 18.77
2018-06-30 $10M 557k 18.46

More positions owned by APCM Wealth Management for Individuals

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Stoxx Globr Inf (NFRA)
Ishares Tr Core Msci Eafe (IEFA)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Betbuld Msci (BBRE)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Nuveen Ice Short (SHM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abrdn Etfs Bbrg All Commdy (BCD)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for APCM Wealth Management for Individuals

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Empower Advisory Group
LPL Financial
State Street Corporation
Manufacturers Life Insurance Company
FMR
SigFig Wealth Management
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Briaud Financial Planning
HighTower Advisors
GM Advisory
SCS Capital Management
Park Avenue Securities
CWM

View all funds holding Invesco Actively Managd Etf optimum yield