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Invesco Actively Managd Etf optimum yield shares owned by Northeast Financial Group

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

Historical chart of Northeast Financial Group 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 Northeast Financial Group 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 Northeast Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.7M 501k 13.43
2025-06-30 $4.2M 320k 13.04
2025-03-31 $3.9M 286k 13.63
2024-12-31 $3.8M 290k 12.99
2024-09-30 $3.5M 264k 13.43

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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
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Ishares Tr Broad Usd High (USHY)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Northeast Financial Group

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