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Invesco unit investment shares owned by Stephens

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

Historical chart of Stephens investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Stephens

Quarter filed Position value Share count Share price at filing
2024-06-30 $194k 11k 17.92
2024-03-31 $251k 14k 18.54

More positions owned by Stephens

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Wal-Mart Stores (WMT)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Merck & Co (MRK)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Stephens

Top funds holding Invesco unit investment

Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Kaye Capital Management
Strategic Wealth Partners
Bank of America Corporation
Ameriprise Financial
Advisor Group Holdings
Garden State Investment Advisory Services
Ronna Sue Cohen
FTB Advisors
Royal Bank of Canada
Envestnet Asset Management
Equitable Holdings

View all funds holding Invesco unit investment