Appalachian Capital Management »

Invesco unit investment shares owned by Appalachian Capital Management

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

Historical chart of Appalachian Capital Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Appalachian Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $592k 27k 22.00

More positions owned by Appalachian Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Series Trust State Street Spd (SPTL)
Spdr Series Trust State Street Spd (SPTI)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Harris Oakmark Etf Trust Intl Large Cap
Schwab Strategic Tr Us Dividend Eq (SCHD)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Fin (XLF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Boeing Company (BA)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Series Trust State Street Spd (KRE)

View all positions for Appalachian Capital Management

Top funds holding Invesco unit investment

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

View all funds holding Invesco unit investment