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Invesco unit investment shares owned by SimpliFi

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

Historical chart of SimpliFi investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by SimpliFi

Quarter filed Position value Share count Share price at filing
2024-03-31 $392k 21k 18.54
2023-12-31 $348k 21k 16.71
2023-09-30 $348k 21k 16.71
2023-06-30 $373k 21k 18.05
2023-03-31 $217k 12k 17.83

More positions owned by SimpliFi

Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Specialized Funds Div App Etf (VIG)
Etf Ser Solutions Distillate Us (DSTL)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Graniteshares Etf Tr Hips Us High Inc (HIPS)
Wisdomtree Tr Em Mkts Qtly Div (DGRE)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for SimpliFi

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
Commonwealth Equity Services

View all funds holding Invesco unit investment