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Invesco unit investment shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 9.7k 22.00

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Microsoft Corporation Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Amazon Com Incorporated Common Stock (AMZN)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)
Broadcom Incorporated Common Stock (AVGO)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Capital Group Growth Etf Shs Creation Unit Exchange Traded Fund (CGGR)
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)

View all positions for Kingswood Wealth Advisors

Top funds holding Invesco unit investment

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

View all funds holding Invesco unit investment