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Invesco unit investment shares owned by AAFCPAs Wealth Management

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by AAFCPAs Wealth Management from 13F filings

Historical chart of AAFCPAs Wealth Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by AAFCPAs Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 105k 18.46
2023-09-30 $2.1M 125k 16.71
2023-06-30 $2.2M 123k 18.05
2023-03-31 $2.2M 125k 17.83
2022-12-31 $2.2M 134k 16.72

More positions owned by AAFCPAs Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl C (GOOG)
Fidelity Covington Trust Enhanced Large (FELC)
Ishares Tr Msci Emg Mkt Etf (EEM)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)

View all positions for AAFCPAs Wealth 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
Eagle Strategies
Raymond James & Associates
Ronna Sue Cohen
FTB Advisors
Royal Bank of Canada
First American Trust
Parcion Private Wealth

View all funds holding Invesco unit investment