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Invesco unit investment shares owned by Meridian Management

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

Historical chart of Meridian Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Meridian Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $255k 15k 16.71
2023-06-30 $284k 16k 18.05
2023-03-31 $277k 16k 17.83

More positions owned by Meridian Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Intrm Gov Cr Etf (GVI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Wal-Mart Stores (WMT)
salesforce (CRM)
Fiserv (FI)
Apple (AAPL)

View all positions for Meridian Management

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
Eagle Strategies
Raymond James & Associates
Ronna Sue Cohen
FTB Advisors
Royal Bank of Canada
First American Trust
Parcion Private Wealth

View all funds holding Invesco unit investment