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Invesco unit investment shares owned by BCS Wealth Management

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

Historical chart of BCS Wealth Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $688k 35k 19.77

More positions owned by BCS Wealth Management

Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Proshares Tr S&p 500 Dv Arist (NOBL)
Apple (AAPL)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)

View all positions for BCS Wealth Management

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