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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
2024-03-31 $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)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Empower Advisory Group
Bank of America Corporation
SigFig Wealth Management
Jane Street
Lockheed Martin Investment Management Company
Stifel Financial
UBS Group
Advisor Group Holdings
Park Avenue Securities
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors
AE Wealth Management
GM Advisory
SMI Advisory Services

View all funds holding Invesco Actively Managd Etf optimum yield