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Invesco unit investment shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $494k 27k 18.54
2023-12-31 $420k 23k 18.46
2023-09-30 $377k 23k 16.71
2023-06-30 $427k 24k 18.05
2023-03-31 $342k 19k 17.83
2022-12-31 $182k 11k 16.72

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ncino (NCNO)

View all positions for Drive 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
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