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Invesco unit investment shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2024-03-31 $16k 850 18.54
2022-12-31 $166k 9.9k 16.73
2022-09-30 $151k 9.9k 15.22
2022-06-30 $170k 9.9k 17.13
2022-03-31 $250k 13k 19.62
2021-09-30 $36k 2.1k 17.41

More positions owned by Jones Financial Companies, L.L

Ishares Core Us Aggregate Bond ETFs (AGG)
Vanguard Index Tr ETFs (VTV)
Vanguard Index Tr ETFs (VUG)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Vanguard Index Trust ETFs (VV)
Vanguard Ftse Developed ETFs (VEA)
Vanguard Mid Cap Etf ETFs (VO)
Ishares Russell 1000 ETFs (IWB)
Vanguard Total Bd Market Etf ETFs (BND)
Ishares Core Total Usd Bond ETFs (IUSB)
Ishares Russell Midcap ETFs (IWR)
Ishares Core S&p 500 Etf ETFs (IVV)
Ishares Russell 2000 ETFs (IWM)
Vanguard Index Trust ETFs (VB)
Ishares Russell 1000 Value ETFs (IWD)

View all positions for Jones Financial Companies, L.L

Top funds holding Invesco unit investment

Morgan Stanley
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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