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Invesco unit investment shares owned by Lantern Wealth Advisors

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

Historical chart of Lantern Wealth Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $198k 10k 19.78
2024-06-30 $179k 10k 17.92
2024-03-31 $185k 10k 18.54
2023-12-31 $185k 10k 18.46

More positions owned by Lantern Wealth Advisors

Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Blackstone Group Inc Com Cl A (BX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Charles Schwab Corporation (SCHW)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Lantern Wealth Advisors

Top funds holding Invesco unit investment

Morgan Stanley
LPL Financial
Wells Fargo & Company
Kaye Capital Management
Strategic Wealth Partners
Bank of America Corporation
Advisor Group Holdings
Ronna Sue Cohen
Envestnet Asset Management
Royal Bank of Canada
Equitable Holdings
Raymond James & Associates
Mml Investors Services
Ohe Financial
Susquehanna International

View all funds holding Invesco unit investment