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Invesco Actively Managd Etf optimum yield shares owned by ORG Wealth Partners

Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by ORG Wealth Partners from 13F filings

Historical chart of ORG Wealth Partners investment in Invesco Actively Managd Etf optimum yield

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All positions including Invesco Actively Managd Etf optimum yield held by ORG Wealth Partners 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 ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 91k 13.43
2025-06-30 $1.2M 91k 13.11
2025-03-31 $1.1M 80k 13.65

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Exxon Mobil Corp Common Stock (XOM)
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Microsoft Corp Common Stock (MSFT)
Palantir Technologies In Common Stock (PLTR)
Abbvie Common Stock (ABBV)
Cambria Fixed Income Uit Exchange Traded (CFIT)
Armour Residential Reit Inc Com Par $0 001 Equity (ARR)

View all positions for ORG Wealth Partners

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