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Invesco Actively Managd Etf optimum yield shares owned by BlackDiamond Wealth Management

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

Historical chart of BlackDiamond Wealth 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 BlackDiamond Wealth 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 BlackDiamond Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $267k 19k 13.87
2023-12-31 $253k 19k 13.23
2023-09-30 $422k 29k 14.75

More positions owned by BlackDiamond Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Ishares Tr Eafe Grwth Etf (EFG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Strategic Trust Running Gwth Etf (RUNN)
Apple (AAPL)

View all positions for BlackDiamond Wealth Management

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
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Morgan Stanley
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Bank of America Corporation
Envestnet Asset Management
LPL Financial
Northwestern Mutual Wealth Management Company
Lockheed Martin Investment Management Company
FMR
Advisor Group Holdings
Park Avenue Securities
UBS Group
Raymond James Financial Services Advisors
GM Advisory

View all funds holding Invesco Actively Managd Etf optimum yield