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

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

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 180k 13.43
2024-06-30 $2.4M 171k 14.05
2024-03-31 $2.7M 196k 13.87
2023-12-31 $2.4M 177k 13.30
2023-09-30 $4.1M 271k 14.95
2023-06-30 $4.6M 318k 14.43
2022-06-30 $492k 27k 18.04

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Plan Group Financial

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
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Morgan Stanley
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
SigFig Wealth Management
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Lockheed Martin Investment Management Company
LPL Financial
GM Advisory
Bnp Paribas Arbitrage, Snc
Park Avenue Securities
Manufacturers Life Insurance Company

View all funds holding Invesco Actively Managd Etf optimum yield