Invesco Actively Managd Etf optimum yield shares owned by Sontag Advisory
Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Invesco Actively Managd Etf optimum yield
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Quarterly reported holdings in Invesco Actively Managd Etf optimum yield by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 79k | 13.30 |
| 2023-09-30 | $1.3M | 89k | 14.95 |
| 2023-06-30 | $1.3M | 93k | 13.61 |
| 2023-03-31 | $1.4M | 99k | 14.22 |
| 2022-12-31 | $1.6M | 109k | 14.78 |
| 2022-09-30 | $1.2M | 76k | 16.18 |
| 2022-06-30 | $1.4M | 80k | 18.04 |
| 2022-03-31 | $675k | 38k | 17.64 |
| 2021-12-31 | $727k | 52k | 14.07 |
| 2021-09-30 | $678k | 32k | 21.05 |
| 2021-06-30 | $499k | 25k | 20.08 |
| 2020-03-31 | $133k | 11k | 11.83 |
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