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

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

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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.1M 682k 13.30
2023-09-30 $12M 818k 14.95
2023-06-30 $9.7M 713k 13.61
2023-03-31 $9.3M 652k 14.20
2022-12-31 $9.4M 634k 14.85

More positions owned by Engrave Wealth Partners

Exxon Mobil Corporation (XOM)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Sprott Physical Gold & Silve Tr Unit (CEF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Listed Fd Tr Horizon Kinetics (INFL)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Chevron Corporation (CVX)
Kraneshares Tr Quadrtc Int Rt (IVOL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vaneck Etf Trust Gold Miners Etf (GDX)

View all positions for Engrave Wealth Partners

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