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Invesco Actively Managd Etf optimum yield shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $224k 15k 14.95

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Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
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Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
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Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
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Bank of America Corporation
SigFig Wealth Management
Jane Street
Lockheed Martin Investment Management Company
Stifel Financial
UBS Group
Advisor Group Holdings
Park Avenue Securities
Raymond James Financial Services Advisors
AE Wealth Management
GM Advisory
SMI Advisory Services
Johnson Financial

View all funds holding Invesco Actively Managd Etf optimum yield