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Invesco Actively Managd Etf optimum yield shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Invesco Actively Managd Etf optimum yield

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All positions including Invesco Actively Managd Etf optimum yield held by Root Financial 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $175k 11k 15.88
2026-03-31 $187k 11k 17.32
2025-12-31 $39k 2.9k 13.25
2025-09-30 $69k 5.1k 13.43

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Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional International Small Cap Etf Etf (DFIS)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Nvidia Corporation Stock (NVDA)

View all positions for Root Financial Partners

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