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Invesco Actively Managd Etf optimum yield shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3k 322 13.43

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
UnitedHealth (UNH)
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Johnson & Johnson (JNJ)
Veeva Sys Cl A Com (VEEV)
Vertex Pharmaceuticals Incorporated (VRTX)
Abbvie (ABBV)
Abbott Laboratories (ABT)
Raytheon Technologies Corp (RTX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Costco Wholesale Corporation (COST)

View all positions for Mark Sheptoff Financial Planning

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
SigFig Wealth Management
Envestnet Asset Management
FMR
Northwestern Mutual Wealth Management Company
LPL Financial
GM Advisory
Bnp Paribas Arbitrage, Snc
Park Avenue Securities
SCS Capital Management
Briaud Financial Planning
UBS Group

View all funds holding Invesco Actively Managd Etf optimum yield