Freedom Financial Partners »

Invesco unit investment shares owned by Freedom Financial Partners

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Freedom Financial Partners from 13F filings

Historical chart of Freedom Financial Partners investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Freedom Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco unit investment by Freedom Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 54k 21.27
2025-06-30 $1.1M 52k 20.50
2025-03-31 $979k 51k 19.07

More positions owned by Freedom Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group International SHS (CGIE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)

View all positions for Freedom Financial Partners

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