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Invesco unit investment shares owned by Wagner Wealth Management

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

Historical chart of Wagner Wealth Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Wagner Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $17k 920 18.31
2024-09-30 $18k 909 19.77
2024-06-30 $15k 807 17.92
2024-03-31 $15k 799 18.54

More positions owned by Wagner Wealth Management

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fs Credit Opportunities Corp Common Stock (FSCO)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ab Active Etfs High Yield Etf (HYFI)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ab Active Etfs Core Plus Bd Etf (CPLS)
J P Morgan Exchange Traded F Active Growth (JGRO)
Pimco Dynamic Income SHS (PDI)
First Tr Exchange-traded S&p Intl Divid (FID)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ab Active Etfs Us Low Volatil (LOWV)
Apple (AAPL)

View all positions for Wagner Wealth Management

Top funds holding Invesco unit investment

Morgan Stanley
Wells Fargo & Company
LPL Financial
Kaye Capital Management
Strategic Wealth Partners
UBS Group
Bank of America Corporation
Ameriprise Financial
Advisor Group Holdings
Equitable Holdings
Ronna Sue Cohen
Raymond James Financial
Royal Bank of Canada
Morton Capital Management
Envestnet Asset Management

View all funds holding Invesco unit investment