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Invesco unit investment shares owned by Magnolia Capital Advisors

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

Historical chart of Magnolia Capital Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Magnolia Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $326k 18k 17.92
2024-03-31 $339k 19k 17.65

More positions owned by Magnolia Capital Advisors

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Vanguard Growth Etf Etf (VUG)
Ishares Tr Trs Flt Rt Bd Etf (TFLO)
Blackstone Secd Lending (BXSL)
Vanguard Value Etf Etf (VTV)
Ishares Tr Msci Usa Qlt Fct Etf (QUAL)
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Dimensional Etf Trust World Ex U S Core Equity 2 Etf Etf (DFAX)
Jpmorgan Us Momentum Factor Etf Etf (JMOM)
Vanguard Small Cap Etf Etf (VB)
Avantis Us Equity Etf Etf (AVUS)
Vanguard Large Cap Etf Etf (VV)

View all positions for Magnolia Capital Advisors

Top funds holding Invesco unit investment

Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Kaye Capital Management
Strategic Wealth Partners
Bank of America Corporation
Ameriprise Financial
Advisor Group Holdings
Garden State Investment Advisory Services
Ronna Sue Cohen
FTB Advisors
Royal Bank of Canada
Envestnet Asset Management
Equitable Holdings

View all funds holding Invesco unit investment