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Invesco unit investment shares owned by Cynosure Management

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

Historical chart of Cynosure Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Cynosure Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $453k 25k 18.46
2023-09-30 $410k 25k 16.71
2023-06-30 $443k 25k 18.05

More positions owned by Cynosure Management

Ishares Tr Short Treas Bd (SHV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Blackrock Ultra (ICSH)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Union Pacific Corporation (UNP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
International Business Machines (IBM)
General Electric Com New (GE)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Cynosure 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
Raymond James & Associates
Ronna Sue Cohen
FTB Advisors
Royal Bank of Canada
First American Trust
Focus Financial Network
Focus Financial Network

View all funds holding Invesco unit investment