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Invesco unit investment shares owned by Northwest Financial Advisors

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

Historical chart of Northwest Financial Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Northwest 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 Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $78k 4.2k 18.54
2023-12-31 $78k 4.2k 18.46

More positions owned by Northwest Financial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Lpl Financial Holdings (LPLA)
Vanguard Specialized Funds Div App Etf (VIG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Johnson & Johnson (JNJ)
Meta Platforms Cl A (META)
Amplify Etf Tr Cwp Enhanced Div (DIVO)

View all positions for Northwest Financial Advisors

Top funds holding Invesco unit investment

Morgan Stanley
LPL Financial
Wells Fargo & Company
Kaye Capital Management
Strategic Wealth Partners
Bank of America Corporation
Advisor Group Holdings
Ronna Sue Cohen
Envestnet Asset Management
Royal Bank of Canada
Equitable Holdings
Raymond James & Associates
Mml Investors Services
Ohe Financial
Susquehanna International

View all funds holding Invesco unit investment