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Invesco unit investment shares owned by AE Wealth Management

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

Historical chart of AE Wealth Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by AE 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2k 100 22.00
2025-03-31 $12k 652 19.07
2024-12-31 $1.2k 66 18.30

More positions owned by AE Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for AE Wealth Management

Top funds holding Invesco unit investment

Wells Fargo & Company
LPL Financial
Strategic Wealth Partners
Modern Wealth Management
UBS Group
Ameriprise Financial
Equitable Holdings
Jones Financial Companies, L.L
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Morton Capital Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
Focus Financial Network

View all funds holding Invesco unit investment