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 A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Increased 5.12%
0.15%
$318,971
24,555 shares@ 13.0 avg price
Peter L. Maltin@Maltin Wealth Management, Inc.
Recent Activity
Decreased -2.06%
0.14%
$275,777
21,230 shares@ 12.99 avg price
CHARLES COOPER@Strongbox Wealth, Llc
Recent Activity
0.1%
$222,129
17,100 shares@ 12.99 avg price
Jonathan Sard@Sard Wealth Management Group, Llc
Recent Activity
Decreased -20.9%
0.15%
$208,682
16,065 shares@ 12.99 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -0.91%
0.01%
$191,009
13,983 shares@ 13.67 avg price
Robert Kernan@Northstar Advisory Group, Llc
Recent Activity
New Position
0.09%
$170,839
13,152 shares@ 12.99 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Increased 30.04%
0.02%
$170,123
13,096 shares@ 13.0 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
0.08%
$152,529
11,742 shares@ 13.0 avg price
LARRY BROXTERMAN@Ifs Advisors, Llc
Recent Activity
0.05%
$61,053
4,700 shares@ 12.99 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
Increased 40.77%
0.01%
$58,312
4,489 shares@ 12.99 avg price