Briggs Wealth Management »

Invesco Actively Managd Etf optimum yield shares owned by Briggs Wealth Management

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

Historical chart of Briggs Wealth Management 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 Briggs Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Actively Managd Etf optimum yield by Briggs Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $325k 20k 15.88

More positions owned by Briggs Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Putnam Etf Trust Focused Lar Cap (PVAL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Briggs Wealth Management

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Empower Advisory Group
LPL Financial
Manufacturers Life Insurance Company
Morgan Stanley
State Street Corporation
SigFig Wealth Management
Charles Schwab Investment Management
Sixth Street Partners Management Company
Bank of America Corporation
Mirae Asset Global Investments
Northwestern Mutual Wealth Management Company
Sontag Advisory
Toroso Investments
Wealth Enhancement Advisory Services

View all funds holding Invesco Actively Managd Etf optimum yield