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Invesco Actively Managd Etf optimum yield shares owned by Marshall & Sterling Wealth Advisors

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

Historical chart of Marshall & Sterling 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 Marshall & Sterling 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 Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.3k 249 17.33

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Empower Advisory Group
LPL Financial
Morgan Stanley
FMR
SigFig Wealth Management
State Street Corporation
Manufacturers Life Insurance Company
Bank of America Corporation
Envestnet Asset Management
Mirae Asset Global Investments
Briaud Financial Planning
3EDGE Asset Management
Northwestern Mutual Wealth Management Company
GM Advisory

View all funds holding Invesco Actively Managd Etf optimum yield