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H&H Retirement Design & Management »

Invesco unit investment shares owned by H&H Retirement Design & Management

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by H&H Retirement Design & Management from 13F filings

Historical chart of H&H Retirement Design & Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by H&H Retirement Design & Management

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$1.2M	69k	17.78
2023-12-31	$1.1M	62k	17.87
2023-09-30	$967k	59k	16.52
2023-06-30	$1.1M	58k	18.38
2023-03-31	$1.1M	58k	18.47

More positions owned by H&H Retirement Design & Management

Spdr Ser Tr Bbg Conv Sec Etf (CWB)

Vanguard World Extended Dur (EDV)

Ishares Tr Tips Bd Etf (TIP)

Vanguard Bd Index Fds Long Term Bond (BLV)

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)

Ishares Tr Ishs 5-10yr Invt (IGIB)

Select Sector Spdr Tr Sbi Cons Stpls (XLP)

Wisdomtree Tr Us Largecap Divd (DLN)

Wisdomtree Tr Us Smallcap Divd (DES)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Select Sector Spdr Tr Indl (XLI)

Select Sector Spdr Tr Energy (XLE)

Select Sector Spdr Tr Sbi Materials (XLB)

Select Sector Spdr Tr Sbi Int-utils (XLU)

Select Sector Spdr Tr Technology (XLK)

View all positions for H&H Retirement Design & Management

Top funds holding Invesco unit investment

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Raymond James Financial Services Advisors

Raymond James & Associates

Ronna Sue Cohen

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Focus Financial Network

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View all funds holding Invesco unit investment

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