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Invesco unit investment shares owned by Saxon Interests

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

Historical chart of Saxon Interests investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Saxon Interests

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 13k 21.39
2024-03-31 $265k 14k 18.54
2023-06-30 $1.0M 57k 18.05
2023-03-31 $1.0M 57k 17.83
2022-12-31 $428k 25k 17.28

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Doubleline Etf Trust Commercial Real (DCRE)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Broadcom (AVGO)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Saxon Interests

Top funds holding Invesco unit investment

Morgan Stanley
Wells Fargo & Company
LPL Financial
Modern Wealth Management
Kaye Capital Management
Strategic Wealth Partners
UBS Group
Ameriprise Financial
Jones Financial Companies, L.L
Equitable Holdings
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Morton Capital Management
Cambridge Investment Research Advisors

View all funds holding Invesco unit investment