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Invesco Actively Managd Etf optimum yield shares owned by Zinnia Wealth Advisory

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

Historical chart of Zinnia Wealth Advisory investment in Invesco Actively Managd Etf optimum yield

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All positions including Invesco Actively Managd Etf optimum yield held by Zinnia Wealth Advisory 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 Zinnia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $699k 44k 15.88
2026-03-31 $754k 44k 17.32

More positions owned by Zinnia Wealth Advisory

Spdr Series Trust St Str Blo 1 Etf (BIL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust St Str P400mid (SPMD)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ssga Active Tr St St Sh Du Etf (PRSD)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Spdr Gold Tr Gold Shs (GLD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Spdr Series Trust St Sho Treas Etf (SPTS)
Advanced Micro Devices (AMD)
Caterpillar (CAT)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)

View all positions for Zinnia Wealth Advisory

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Empower Advisory Group
LPL Financial
Manufacturers Life Insurance Company
Morgan Stanley
State Street Corporation
SigFig Wealth Management
Charles Schwab Investment Management
Sixth Street Partners Management Company
Bank of America Corporation
Mirae Asset Global Investments
Northwestern Mutual Wealth Management Company
Sontag Advisory
Toroso Investments
Wealth Enhancement Advisory Services

View all funds holding Invesco Actively Managd Etf optimum yield