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Invesco unit investment shares owned by Nestegg Advisors

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

Historical chart of Nestegg Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Nestegg Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 55k 19.01

More positions owned by Nestegg Advisors

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec 2030 (IBDV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec 2030 (IBMS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 28 (IBMQ)

View all positions for Nestegg 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
Wealth Enhancement Advisory Services
Royal Bank of Canada
Morton Capital Management

View all funds holding Invesco unit investment