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Invesco Actively Managd Etf optimum yield shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Invesco Actively Managd Etf optimum yield

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All positions including Invesco Actively Managd Etf optimum yield held by United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $84k 4.9k 17.32

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Invesco Actively Managd Etf optimum yield

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FMR
SigFig Wealth Management
State Street Corporation
Manufacturers Life Insurance Company
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Envestnet Asset Management
Mirae Asset Global Investments
Briaud Financial Planning
3EDGE Asset Management
Northwestern Mutual Wealth Management Company
GM Advisory

View all funds holding Invesco Actively Managd Etf optimum yield