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

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 842k 13.43
2025-06-30 $11M 805k 13.04
2025-03-31 $10M 752k 13.63
2024-12-31 $9.8M 758k 12.99

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Empower Advisory Group
LPL Financial
Morgan Stanley
State Street Corporation
Manufacturers Life Insurance Company
FMR
SigFig Wealth Management
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Briaud Financial Planning
HighTower Advisors
GM Advisory
SCS Capital Management
Park Avenue Securities

View all funds holding Invesco Actively Managd Etf optimum yield