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Invesco Actively Managd Etf optimum yield shares owned by SlateStone Wealth

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $537k 40k 13.43
2025-06-30 $326k 25k 13.04
2025-03-31 $341k 25k 13.64
2024-12-31 $287k 22k 13.01
2023-09-30 $238k 16k 14.95

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View all positions for SlateStone Wealth

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Empower Advisory Group
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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

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