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Invesco unit investment shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary Wealth Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $234k 13k 18.46

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View all positions for Visionary Wealth Advisors

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
Raymond James & Associates
Ronna Sue Cohen
FTB Advisors
Royal Bank of Canada
First American Trust
Focus Financial Network
Focus Financial Network

View all funds holding Invesco unit investment