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Invesco unit investment shares owned by Bp Wealth Management

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

Historical chart of Bp Wealth Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.2M 65k 17.83
2022-12-31 $1.1M 65k 16.72

More positions owned by Bp Wealth Management

Applovin Corp Class A (APP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p500 Etf Trust Trust Un Etf (SPY)
iShares Short Treasury Bond Etf (SHV)
10x Genomics Inc Cl A (TXG)
Ishares Tr Rus 1000 Grw Etf Etf (IWF)
Vanguard Index Funds S&p 500 E Etf (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct Etf (QUAL)
iShares Core S&P Total U.S. St Etf (ITOT)

View all positions for Bp Wealth Management

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