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Invesco unit investment shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $196k 9.2k 21.27
2025-06-30 $198k 9.6k 20.50

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VOO)
Ishares Tr Ishs 1-5yr Invs (OEF)
First Tr Exchange-traded Wtr Etf (FDL)
American Centy Etf Tr Us Large Cap Vlu (KORP)
Dimensional Etf Trust Intl Core Equity (DFAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHB)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchange Traded Risng Divd Achiv (FXN)
NVIDIA Corporation (NVDA)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Spdr S&p 500 Etf Tr Tr Unit
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for SRS Capital Advisors

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