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Invesco Actively Managd Etf optimum yield shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning 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 Briaud Financial Planning 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 Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 1.7M 13.43
2024-06-30 $16M 1.2M 14.05
2024-03-31 $9.1M 659k 13.87

More positions owned by Briaud Financial Planning

Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Air Products & Chemicals (APD)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Walt Disney Company (DIS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)

View all positions for Briaud Financial Planning

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Empower Advisory Group
Morgan Stanley
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
SigFig Wealth Management
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Lockheed Martin Investment Management Company
LPL Financial
GM Advisory
Bnp Paribas Arbitrage, Snc
Park Avenue Securities
Manufacturers Life Insurance Company

View all funds holding Invesco Actively Managd Etf optimum yield