Invesco Actively Managd Etf optimum yield shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Invesco Actively Managd Etf optimum yield
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Quarterly reported holdings in Invesco Actively Managd Etf optimum yield by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.6M | 123k | 13.04 |
| 2025-03-31 | $1.7M | 128k | 13.63 |
| 2024-12-31 | $1.7M | 127k | 12.99 |
| 2024-09-30 | $1.5M | 112k | 13.43 |
| 2024-03-31 | $2.3M | 167k | 13.87 |
| 2023-12-31 | $2.4M | 180k | 13.30 |
| 2023-09-30 | $1.6M | 106k | 14.95 |
| 2023-06-30 | $1.5M | 110k | 13.61 |
| 2023-03-31 | $1.7M | 118k | 14.22 |
| 2022-12-31 | $1.8M | 122k | 14.78 |
| 2022-09-30 | $2.1M | 129k | 16.18 |
| 2022-06-30 | $4.5M | 248k | 18.04 |
| 2022-03-31 | $4.5M | 258k | 17.64 |
| 2021-12-31 | $3.7M | 264k | 14.06 |
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