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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
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 Ftse Rafi 1000 (PRF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Msci Jpn Etf New (EWJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Chevron Corporation (CVX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Saxon Interests

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
Parcion Private Wealth
Commonwealth Equity Services

View all funds holding Invesco unit investment