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Invesco unit investment shares owned by Aveo Capital Partners

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

Historical chart of Aveo Capital Partners investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Aveo Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 58k 19.78
2024-06-30 $2.0M 110k 17.92
2024-03-31 $3.9M 217k 18.18

More positions owned by Aveo Capital Partners

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Proshares Tr Pshs Ult S&p 500 (SSO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aveo Capital Partners

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