Invesco Actively Managd Etf optimum yield shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Invesco Actively Managd Etf optimum yield
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Quarterly reported holdings in Invesco Actively Managd Etf optimum yield by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 214k | 13.43 |
| 2025-06-30 | $2.8M | 214k | 13.04 |
| 2025-03-31 | $2.8M | 205k | 13.63 |
| 2024-12-31 | $578k | 45k | 12.99 |
| 2024-09-30 | $625k | 47k | 13.43 |
| 2024-06-30 | $707k | 50k | 14.05 |
| 2024-03-31 | $644k | 47k | 13.87 |
| 2023-09-30 | $100M | 6.7M | 14.95 |
| 2023-06-30 | $1.1M | 82k | 13.61 |
| 2023-03-31 | $1.4M | 99k | 14.22 |
| 2022-12-31 | $2.2M | 151k | 14.78 |
| 2022-09-30 | $54M | 3.3M | 16.18 |
| 2022-06-30 | $50M | 2.7M | 18.04 |
| 2022-03-31 | $45M | 2.6M | 17.64 |
| 2021-12-31 | $14M | 1.0M | 14.06 |
| 2021-09-30 | $16M | 771k | 21.05 |
| 2021-06-30 | $15M | 756k | 20.09 |
| 2021-03-31 | $12M | 664k | 17.24 |
| 2018-06-30 | $2.9M | 161k | 18.11 |
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