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Invesco Actively Managd Etf optimum yield shares owned by Stokes Family Office

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

Historical chart of Stokes Family Office investment in Invesco Actively Managd Etf optimum yield

Tip: Access up to 7 years of quarterly data

All positions including Invesco Actively Managd Etf optimum yield held by Stokes Family Office 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 Stokes Family Office

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 136k 14.05
2023-09-30 $1.1M 75k 14.95

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Vanguard Specialized Funds Div App Etf (VIG)
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Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Ttl Stk (ITOT)
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Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Intl Eqty Factor (INTF)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ea Series Trust Us Quan Momentum (QMOM)

View all positions for Stokes Family Office

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Morgan Stanley
Empower Advisory Group
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
SigFig Wealth Management
Envestnet Asset Management
LPL Financial
Northwestern Mutual Wealth Management Company
Lockheed Martin Investment Management Company
GM Advisory
Park Avenue Securities
Manufacturers Life Insurance Company
Raymond James Financial Services Advisors

View all funds holding Invesco Actively Managd Etf optimum yield