Invesco Actively Managd Etf optimum yield shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Invesco Actively Managd Etf optimum yield
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Quarterly reported holdings in Invesco Actively Managd Etf optimum yield by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.9M | 118k | 15.88 |
| 2026-03-31 | $107k | 6.2k | 17.32 |
| 2025-12-31 | $82k | 6.2k | 13.25 |
| 2025-09-30 | $72k | 5.3k | 13.43 |
| 2025-06-30 | $53k | 4.1k | 13.04 |
| 2025-03-31 | $45k | 3.3k | 13.63 |
| 2024-12-31 | $54k | 4.2k | 12.99 |
| 2024-09-30 | $87k | 6.5k | 13.43 |
| 2024-06-30 | $144k | 11k | 13.60 |
| 2024-03-31 | $65k | 4.6k | 14.10 |
| 2023-12-31 | $34k | 2.5k | 13.30 |
| 2022-12-31 | $3.8k | 258 | 14.78 |
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