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Invesco unit investment shares owned by Cedar Brook Financial Partners

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Cedar Brook Financial Partners from 13F filings

Historical chart of Cedar Brook Financial Partners investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Cedar Brook Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Cedar Brook Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 11k 18.54
2023-12-31 $200k 11k 18.36
2023-09-30 $181k 11k 16.71

More positions owned by Cedar Brook Financial Partners

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Global Tech Etf (IXN)

View all positions for Cedar Brook Financial Partners

Top funds holding Invesco unit investment

Wells Fargo & Company
UBS Group
Kaye Capital Management
Kestra Advisory Services
Bank of America Corporation
Advisor Group Holdings
Jane Street
Raymond James Financial Services Advisors
Raymond James & Associates
Ronna Sue Cohen
FTB Advisors
Royal Bank of Canada
First American Trust
Focus Financial Network
Focus Financial Network

View all funds holding Invesco unit investment