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Invesco Actively Managd Etf optimum yield shares owned by Sand Hill Advisors

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

Historical chart of Sand Hill Advisors investment in Invesco Actively Managd Etf optimum yield

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All positions including Invesco Actively Managd Etf optimum yield held by Sand Hill Advisors 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 Sand Hill Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $413k 30k 13.87
2023-12-31 $558k 42k 13.30

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Ishares Tr Core Us Aggbd Et (AGG)
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Ishares Tr Us Treas Bd Etf (GOVT)
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Apple (AAPL)

View all positions for Sand Hill Advisors

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
Empower Advisory Group
Morgan Stanley
SigFig Wealth Management
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