Arete Wealth Advisors »

Invesco unit investment shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Arete Wealth 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $550k 576k 0.96
2022-12-31 $610M 492k 1240.00

More positions owned by Arete Wealth Advisors

Abbvie (ABBV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Disney Walt Com Disney (DIS)
Abbott Laboratories (ABT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fs Kkr Capital Corp (FSK)
Spdr Gold Trust Gold Shs (GLD)
Spdr Ser Tr Spdr Bloomberg (BIL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Shrt Trs Bd Etf (SHV)

View all positions for Arete Wealth Advisors

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