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Invesco unit investment shares owned by Legacy Financial Advisors

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

Historical chart of Legacy Financial Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $855k 47k 18.31
2024-09-30 $839k 42k 19.78
2024-06-30 $784k 44k 17.92
2024-03-31 $838k 45k 18.54
2023-12-31 $880k 48k 18.46

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)
Apple Stock (AAPL)
Wisdomtree Emerging Markets Ex-china Fund Etf (XC)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Natixis Gateway Quality Income Etf Etf (GQI)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Microsoft Stock (MSFT)
Jpmorgan Municipal Etf Etf (JMUB)
Nvidia Corp Stock (NVDA)
Procter And Gamble Stock (PG)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Legacy Financial Advisors

Top funds holding Invesco unit investment

Morgan Stanley
Wells Fargo & Company
LPL Financial
Kaye Capital Management
Strategic Wealth Partners
UBS Group
Bank of America Corporation
Ameriprise Financial
Advisor Group Holdings
Equitable Holdings
Ronna Sue Cohen
Raymond James Financial
Royal Bank of Canada
Morton Capital Management
Envestnet Asset Management

View all funds holding Invesco unit investment