Pathstone Holdings »

Invesco unit investment shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco unit investment by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-06-30 $205k 11k 17.92
2024-03-31 $212k 11k 18.54

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

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