PDBC

Invesco Optimum Yield Divers

Latest period2024 - Q4Total superinvestors63

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 63 superinvestors own shares of Invesco Optimum Yield Divers (PDBC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Optimum Yield Divers (PDBC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Optimum Yield Divers (PDBC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Optimum Yield Divers (PDBC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
New Position
0.04%
$8.377M
644,900 shares@ 12.99 avg price
Donna DiMaria@Olympus Wealth Management, Llc
Recent Activity
New Position
1%
$2.727M
209,946 shares@ 13.0 avg price
KATIE SMITH@Innova Wealth Partners
Recent Activity
New Position
1.31%
$2.068M
159,212 shares@ 13.0 avg price
Jonathan Straus@Commons Capital, Llc
Recent Activity
New Position
0.35%
$386,492
29,753 shares@ 13.0 avg price
Robert Kernan@Northstar Advisory Group, Llc
Recent Activity
New Position
0.09%
$170,839
13,152 shares@ 12.99 avg price
JENNIFER HANLEY@First Financial Corp In
Recent Activity
New Position
0.01%
$20,433
1,573 shares@ 12.99 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
New Position
0.01%
$2,000
154 shares@ 12.99 avg price
Patrick Gall@Retirement Wealth Solutions Llc
Recent Activity
New Position
0.01%
$769
57 shares@ 13.5 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
0.01%
$48
4 shares@ 12.0 avg price