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Invesco Actively Managd Etf optimum yield shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors 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 TRUE Private 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 16k 13.25
2025-09-30 $229k 17k 13.43
2025-06-30 $246k 19k 13.04
2025-03-31 $191k 14k 13.63
2024-12-31 $153k 12k 12.99

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Euro (IEUR)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded SHS (FDL)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Ishares Tr Ishares Semicdtr (SOXX)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

Top funds holding Invesco Actively Managd Etf optimum yield

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

View all funds holding Invesco Actively Managd Etf optimum yield