Aptus Capital Advisors »

Invesco unit investment shares owned by Aptus Capital Advisors

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

Historical chart of Aptus Capital Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco unit investment by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $28k 1.4k 19.78
2024-06-30 $25k 1.4k 17.92
2024-03-31 $36k 1.9k 18.54

More positions owned by Aptus Capital Advisors

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Broadcom (AVGO)
Apple (AAPL)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Etf Ser Solutions Aptus Enhanced (JUCY)
Ishares Tr Core Msci Intl (IDEV)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Etf Ser Solutions Aptus Large Cap (DUBS)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Etf Ser Solutions Aptus Drawdown (ADME)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Aptus Capital Advisors

Top funds holding Invesco unit investment

Morgan Stanley
LPL Financial
Wells Fargo & Company
Kaye Capital Management
Strategic Wealth Partners
Bank of America Corporation
Advisor Group Holdings
Ronna Sue Cohen
Envestnet Asset Management
Royal Bank of Canada
Equitable Holdings
Raymond James & Associates
Mml Investors Services
Ohe Financial
Susquehanna International

View all funds holding Invesco unit investment