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Invesco unit investment shares owned by Capital Analysts

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

Historical chart of Capital Analysts investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Capital Analysts

Quarter filed Position value Share count Share price at filing
2023-12-31 $289k 16k 18.49
2023-09-30 $206k 12k 16.72
2023-06-30 $187k 10k 18.06
2023-03-31 $98k 5.5k 17.74
2022-12-31 $101k 6.0k 16.76

More positions owned by Capital Analysts

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Capital Analysts

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
Raymond James & Associates
Ronna Sue Cohen
FTB Advisors
Royal Bank of Canada
First American Trust
Focus Financial Network
Commonwealth Equity Services

View all funds holding Invesco unit investment