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Invesco unit investment shares owned by TSFG

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

Historical chart of TSFG investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by TSFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $137k 6.5k 21.24
2025-06-30 $132k 6.5k 20.47
2025-03-31 $123k 6.5k 19.07
2024-12-31 $118k 6.5k 18.29

More positions owned by TSFG

Ishares Russell MF Closed and MF Open (IWF)
Ishares U S MF Closed and MF Open (DYNF)
Spdr Portfolio MF Closed and MF Open (SPYV)
Abbvie Common Stock (ABBV)
Vanguard Total MF Closed and MF Open (VTI)
Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IEMG)
Technology Select MF Closed and MF Open (XLK)
Abbott Laboratories Common Stock (ABT)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Spdr Intermediate MF Closed and MF Open (SPTI)
SPDR S&P MF Closed and MF Open (SPY)
Spdr Aggregate MF Closed and MF Open (SPAB)
Invesco S&p MF Closed and MF Open (XLG)

View all positions for TSFG

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