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Invesco unit investment shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Cetera Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2M 122k 18.31
2024-09-30 $2.5M 126k 19.78
2024-06-30 $2.2M 123k 17.92
2024-03-31 $2.6M 142k 18.54
2023-09-30 $616k 37k 16.71
2023-06-30 $566k 31k 18.05
2023-03-31 $477k 27k 17.83
2022-03-31 $484k 25k 19.62

More positions owned by Cetera Investment Advisers

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Cetera Investment Advisers

Top funds holding Invesco unit investment

Morgan Stanley
Wells Fargo & Company
LPL Financial
Kaye Capital Management
Strategic Wealth Partners
UBS Group
Bank of America Corporation
Ameriprise Financial
Advisor Group Holdings
Equitable Holdings
Ronna Sue Cohen
Raymond James Financial
Royal Bank of Canada
Morton Capital Management
Envestnet Asset Management

View all funds holding Invesco unit investment