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Invesco Actively Managd Etf optimum yield shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in Invesco Actively Managd Etf optimum yield

Tip: Access up to 7 years of quarterly data

All positions including Invesco Actively Managd Etf optimum yield held by Balboa Wealth Partners 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 Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $193k 11k 17.32
2023-03-31 $218k 15k 14.22
2022-12-31 $296k 20k 14.78
2022-09-30 $277k 17k 16.19

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Vanguard Index Fds Total Stk Mkt (VTI)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palantir Technologies Cl A (PLTR)

View all positions for Balboa Wealth Partners

Top funds holding Invesco Actively Managd Etf optimum yield

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