How many shares of PDBC does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 31.1M shares of PDBC (INVESCO OPTIMUM YIELD DIVERS).

What is LPL Financial LLC's PDBC position worth?

As of 2026-Q2, LPL Financial LLC's PDBC position is worth $494.3M.

In 2026-Q2, LPL Financial LLC increased their PDBC position (+1.2% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in PDBC in 2018-Q4. They have held the position across 31 quarters.

Position history for LPL Financial LLC's holdings in INVESCO OPTIMUM YIELD DIVERS

Current Value

$494.3M

Current Shares

31.1M

Total Value Change

+$479.6M

Total Shares Change

+30.2M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	31.1M	+1.2%	$494.3M	0.1%	$15.88	38
2026-Q1	Increased	30.8M	+1.6%	$532.8M	0.1%	$17.32	38
2025-Q4	Decreased	30.3M	-0.3%	$401M	0.1%	$13.25	0
2025-Q3	Increased	30.3M	+6.4%	$407.5M	0.1%	$12.93	40
2025-Q2	Increased	28.5M	+6.5%	$371.8M	0.1%	$12.55	40
2025-Q1	Increased	26.8M	+405.4%	$364.9M	0.1%	$13.12	60
2024-Q4	Increased	5.3M	+89.1%	$68.8M	0.0%	$12.50	46
2024-Q3	Decreased	2.8M	-22.6%	$37.6M	0.0%	$12.37	0
2024-Q2	Decreased	3.6M	-14.3%	$50.8M	0.0%	$12.94	0
2024-Q1	Decreased	4.2M	-17.1%	$58.6M	0.0%	$12.77	0
2023-Q4	Increased	5.1M	+41.6%	$67.7M	0.0%	$12.25	40
2023-Q3	Increased	3.6M	+5.9%	$53.7M	0.0%	$13.21	31
2023-Q2	Decreased	3.4M	-22.7%	$46.2M	0.0%	$12.03	0
2023-Q1	Decreased	4.4M	-15.6%	$62.4M	0.0%	$12.57	0
2022-Q4	Increased	5.2M	+0.6%	$76.9M	0.1%	$13.06	30
2022-Q3	Decreased	5.2M	-9.1%	$83.7M	0.1%	$12.61	0
2022-Q2	Increased	5.7M	+18.9%	$102.7M	0.1%	$14.06	35
2022-Q1	Increased	4.8M	+61.8%	$84.4M	0.1%	$13.75	43
2021-Q4	Decreased	3M	-12.5%	$41.6M	0.0%	$10.96	0
2021-Q3	Decreased	3.4M	-1.1%	$71.2M	0.1%	$10.67	0
2021-Q2	Increased	3.4M	+213.1%	$68.7M	0.1%	$10.18	48
2021-Q1	Increased	1.1M	+94.4%	$18.8M	0.0%	$8.73	45
2020-Q4	Increased	561,644	+20.2%	$8.6M	0.0%	$7.73	33
2020-Q3	Increased	467,302	+76.3%	$6.4M	0.0%	$6.93	41
2020-Q2	Decreased	265,105	-5.3%	$3.4M	0.0%	$6.56	0
2020-Q1	Decreased	279,963	-42.9%	$3.3M	0.0%	$5.99	0
2019-Q4	Decreased	490,265	-14.1%	$8.1M	0.0%	$8.44	0
2019-Q3	Decreased	570,455	-2.6%	$8.9M	0.0%	$7.89	0
2019-Q2	Decreased	585,795	-34.3%	$9.6M	0.0%	$8.18	0
2019-Q1	Decreased	891,091	-9.0%	$14.8M	0.0%	$8.30	0
2018-Q4	New	978,908	-	$14.8M	0.0%	$7.48	39

Other major holders of PDBC: WELLS FARGO & COMPANY/MN