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Invesco Actively Managd Etf optimum yield shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial 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 New England Capital Financial 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 New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 252k 13.43
2025-06-30 $3.2M 247k 13.04
2025-03-31 $3.3M 244k 13.63
2024-12-31 $3.3M 251k 12.99
2023-03-31 $25k 1.7k 14.22
2022-12-31 $26k 1.7k 15.09

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Cohen & Steers Etf Trust Real Estate Acti (CSRE)
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)

View all positions for New England Capital Financial Advisors

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Empower Advisory Group
LPL Financial
Morgan Stanley
State Street Corporation
Manufacturers Life Insurance Company
FMR
SigFig Wealth Management
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Briaud Financial Planning
HighTower Advisors
GM Advisory
SCS Capital Management
Park Avenue Securities

View all funds holding Invesco Actively Managd Etf optimum yield