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Invesco unit investment shares owned by North Star Investment Management

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by North Star Investment Management from 13F filings

Historical chart of North Star Investment Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by North Star Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by North Star Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5k 190 18.54
2023-12-31 $3.5k 190 18.46

More positions owned by North Star Investment Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Old Republic International Corporation (ORI)
Blackstone Group Inc Com Cl A (BX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Abbvie (ABBV)
Kkr & Co (KKR)
Acme United Corporation (ACU)

View all positions for North Star Investment Management

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