Invesco Actively Managd Etf optimum yield shares owned by Sar Wealth Management Group
Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by Sar Wealth Management Group
from 13F filings
Historical chart of Sar Wealth Management Group investment in Invesco Actively Managd Etf optimum yield
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Quarterly reported holdings in Invesco Actively Managd Etf optimum yield by Sar Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $210k | 16k | 13.04 |
| 2025-03-31 | $219k | 16k | 13.63 |
| 2024-12-31 | $209k | 16k | 12.99 |
| 2024-09-30 | $273k | 20k | 13.43 |
| 2024-06-30 | $312k | 22k | 14.05 |
| 2024-03-31 | $308k | 22k | 13.87 |
| 2023-12-31 | $300k | 23k | 13.30 |
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