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Invesco Actively Managd Etf optimum yield shares owned by Worth Asset Management

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

Historical chart of Worth Asset 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 Worth Asset Management 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8M 200k 14.05
2023-09-30 $3.8M 252k 14.95
2022-12-31 $1.8k 120 14.78
2022-09-30 $0 141k 0.00
2022-06-30 $8.0M 446k 17.99
2022-03-31 $7.0M 350k 20.00

More positions owned by Worth Asset Management

Vanguard Value Etf Etf (VTV)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Apple Stock (AAPL)
Neos Enhanced Income 1-3 Month T-bill Etf Etf (CSHI)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Consumer Staples Select Sector Spdr Fund Etf (XLP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Broadcom Stock (AVGO)
3M Stock (MMM)

View all positions for Worth Asset Management

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