White Lighthouse Investment Management »

Invesco Actively Managd Etf optimum yield shares owned by White Lighthouse Investment Management

Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by White Lighthouse Investment Management from 13F filings

Historical chart of White Lighthouse Investment Management 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 White Lighthouse Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Actively Managd Etf optimum yield by White Lighthouse Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $181k 14k 13.43
2025-06-30 $194k 15k 13.04
2025-03-31 $174k 13k 13.63

More positions owned by White Lighthouse Investment Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Short Treas Bd (SHV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard World Inf Tech Etf (VGT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for White Lighthouse Investment Management

Top funds holding Invesco Actively Managd Etf optimum yield

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

View all funds holding Invesco Actively Managd Etf optimum yield