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Invesco unit investment shares owned by Principle Wealth Partners

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Principle Wealth Partners from 13F filings

Historical chart of Principle Wealth Partners investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $709k 38k 18.54
2023-12-31 $826k 45k 18.46
2023-09-30 $748k 45k 16.71

More positions owned by Principle Wealth Partners

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon (AMZN)
Vaneck Etf Trust Morningstar Smid (SMOT)
Vanguard Index Fds Total Stk Mkt (VTI)
McDonald's Corporation (MCD)
NVIDIA Corporation (NVDA)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Principle Wealth Partners

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
Raymond James & Associates
Ronna Sue Cohen
FTB Advisors
Royal Bank of Canada
First American Trust
Focus Financial Network
Focus Financial Network

View all funds holding Invesco unit investment