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Invesco Actively Managd Etf optimum yield shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors 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 EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $16M 1000k 15.88
2026-03-31 $943k 54k 17.32
2025-12-31 $435k 33k 13.25

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Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Empower Advisory Group
LPL Financial
Manufacturers Life Insurance Company
Morgan Stanley
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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
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