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Invesco unit investment shares owned by SFG Wealth Management

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

Historical chart of SFG Wealth Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $338k 16k 21.27
2025-03-31 $606k 32k 19.07

More positions owned by SFG Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Series Trust Nyse Tech Etf (XNTK)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
The Alger Etf Trust Ai Enablers Adop (ALAI)

View all positions for SFG Wealth Management

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