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Invesco Actively Managd Etf optimum yield shares owned by Ball & Co Wealth Management

Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by Ball & Co Wealth Management from 13F filings

Historical chart of Ball & Co Wealth Management investment in Invesco Actively Managd Etf optimum yield

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All positions including Invesco Actively Managd Etf optimum yield held by Ball & Co Wealth Management 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 Ball & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.8M 278k 17.32

More positions owned by Ball & Co Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Kraneshares Trust Hedgeye Hedged E (KSPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Alps Etf Tr Alerian Mlp (AMLP)
Amgen (AMGN)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Fidelity Covington Trust Enhanced Large (FELG)
Gilead Sciences (GILD)
Apple (AAPL)
Fidelity Covington Trust Enhanced Large (FELV)
Fidelity Covington Trust Enhanced Intl (FENI)
Abbvie (ABBV)

View all positions for Ball & Co Wealth Management

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Empower Advisory Group
LPL Financial
Morgan Stanley
State Street Corporation
SigFig Wealth Management
Charles Schwab Investment Management
Manufacturers Life Insurance Company
Bank of America Corporation
Envestnet Asset Management
Mirae Asset Global Investments
Briaud Financial Planning
3EDGE Asset Management
Northwestern Mutual Wealth Management Company
GM Advisory

View all funds holding Invesco Actively Managd Etf optimum yield