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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
2023-12-31 $880k 48k 18.46

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL)
Wisdomtree Emerging Markets Ex-china Fund Etf (XC)
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Ishares Core Dividend Growth Etf Etf (DGRO)
Procter And Gamble Stock (PG)
Jpmorgan Municipal Etf Etf (JMUB)
Jpmorgan Chase & Co Stock (JPM)
Ishares S&p 500 Index Etf (IVV)

View all positions for Legacy Financial Advisors

Top funds holding Invesco unit investment

Wells Fargo & Company
UBS Group
Kaye Capital Management
Kestra Advisory Services
Bank of America Corporation
Advisor Group Holdings
Jane Street
Raymond James Financial Services Advisors
Raymond James & Associates
Ronna Sue Cohen
FTB Advisors
Royal Bank of Canada
First American Trust
Focus Financial Network
Focus Financial Network

View all funds holding Invesco unit investment