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Invesco unit investment shares owned by Mather Group

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Mather Group from 13F filings

Historical chart of Mather Group investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Mather Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Mather Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $51k 2.3k 22.20

More positions owned by Mather Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust St Inter Etf (SPTI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Tips Bd Etf (TIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Mather Group

Top funds holding Invesco unit investment

Morgan Stanley
Wells Fargo & Company
LPL Financial
Strategic Wealth Partners
Northwest Financial Advisors
UBS Group
Bank of America Corporation
Modern Wealth Management
Equitable Holdings
Jones Financial Companies, L.L
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Morton Capital Management
Raymond James Financial

View all funds holding Invesco unit investment