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Invesco Actively Managd Etf optimum yield shares owned by JFG Wealth Management

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

Historical chart of JFG Wealth Management 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 JFG Wealth Management 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 JFG Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.8M 358k 13.30
2023-09-30 $368k 25k 14.95
2023-06-30 $343k 25k 13.61
2023-03-31 $277k 20k 14.22
2022-12-31 $295k 20k 14.78
2022-09-30 $2.0M 125k 16.18

More positions owned by JFG Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Accolade (ACCD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Em Mkt Sm-cp Etf (EEMS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for JFG Wealth Management

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