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Invesco Actively Managd Etf optimum yield shares owned by Montag & Caldwell

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

Historical chart of Montag & Caldwell investment in Invesco Actively Managd Etf optimum yield

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All positions including Invesco Actively Managd Etf optimum yield held by Montag & Caldwell 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 Montag & Caldwell

Quarter filed Position value Share count Share price at filing
2025-06-30 $43k 3.3k 13.04
2025-03-31 $44k 3.3k 13.63
2024-12-31 $42k 3.3k 12.99

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