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Invesco unit investment shares owned by Genesis Wealth Advisors

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

Historical chart of Genesis Wealth Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Genesis 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 Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 11k 21.27
2025-06-30 $220k 11k 20.50
2025-03-31 $204k 11k 19.07
2024-12-31 $196k 11k 18.31

More positions owned by Genesis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Msci Equal Weite (EUSA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Mbs Etf (MBB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Bloomberg Emergi (EBND)
Johnson & Johnson (JNJ)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Genesis 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