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Invesco Actively Managd Etf optimum yield shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in Invesco Actively Managd Etf optimum yield

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All positions including Invesco Actively Managd Etf optimum yield held by Rooted Wealth Advisors 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $147k 11k 13.68
2023-03-31 $1.2M 80k 14.67
2022-12-31 $1.1M 74k 14.78

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Rooted Wealth Advisors

Top funds holding Invesco Actively Managd Etf optimum yield

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

View all funds holding Invesco Actively Managd Etf optimum yield