Invesco Actively Managd Etf optimum yield shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Invesco Actively Managd Etf optimum yield
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Quarterly reported holdings in Invesco Actively Managd Etf optimum yield by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.9M | 169k | 17.32 |
| 2023-03-31 | $175k | 12k | 14.22 |
| 2022-09-30 | $371k | 23k | 16.17 |
| 2022-06-30 | $483k | 27k | 18.01 |
| 2022-03-31 | $450k | 26k | 17.62 |
| 2021-12-31 | $372k | 27k | 14.06 |
| 2021-09-30 | $329k | 16k | 20.99 |
| 2020-12-31 | $164k | 11k | 15.25 |
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