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Invesco unit investment shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $155k 7.6k 20.50
2023-12-31 $135k 7.3k 18.46

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Invesco unit investment

Morgan Stanley
Wells Fargo & Company
LPL Financial
Modern Wealth Management
Kaye Capital Management
Strategic Wealth Partners
UBS Group
Ameriprise Financial
Jones Financial Companies, L.L
Equitable Holdings
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Morton Capital Management
Cambridge Investment Research Advisors

View all funds holding Invesco unit investment