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Invesco Actively Managd Etf optimum yield shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services investment in Invesco Actively Managd Etf optimum yield

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All positions including Invesco Actively Managd Etf optimum yield held by Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $184k 11k 17.32
2025-06-30 $162k 12k 13.04
2025-03-31 $176k 13k 13.63
2024-12-31 $203k 16k 12.99

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Ishares U S Etf Tr Short Duration B (NEAR)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Wisdomtree Tr Floatng Rat Trea (USFR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (CWB)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Optivise Advisory Services

Top funds holding Invesco Actively Managd Etf optimum yield

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

View all funds holding Invesco Actively Managd Etf optimum yield