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Invesco unit investment shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $13M 717k 17.83
2022-12-31 $9.8M 585k 16.72

More positions owned by Strategic Wealth Partners

Capitol Ser Tr Clockwise Capita (TIME)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Short Treas Bd (SHV)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Ishares Biotech (IBB)

View all positions for Strategic Wealth Partners

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
Eagle Strategies
Raymond James & Associates
Ronna Sue Cohen
FTB Advisors
Royal Bank of Canada
First American Trust
Parcion Private Wealth

View all funds holding Invesco unit investment