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Invesco Actively Managd Etf optimum yield shares owned by MBL Wealth

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.1M 434k 14.05
2024-03-31 $5.5M 399k 13.87
2023-12-31 $2.1M 155k 13.30
2021-09-30 $705k 34k 21.05
2021-03-31 $204k 12k 17.25

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Apple (AAPL)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Empower Advisory Group
Morgan Stanley
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
SigFig Wealth Management
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Lockheed Martin Investment Management Company
LPL Financial
GM Advisory
Bnp Paribas Arbitrage, Snc
Park Avenue Securities
Manufacturers Life Insurance Company

View all funds holding Invesco Actively Managd Etf optimum yield