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Invesco unit investment shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $232k 11k 22.20

More positions owned by Waterloo Capital

State Street Spdr Portfolio S&p 500 Etf St Str P500etf (SPYM)
Wal-Mart Stores (WMT)
State Street Spdr Portfolio S&p 500 Growth Etf ST STR P500GRW (SPYG)
Avantis U.s. Large Cap Value Etf Us Large Cap Vlu (AVLV)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Fidelity Enhanced International Etf Enhanced Intl (FENI)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Msci Emerging Markets Ex China Etf Msci Emrg Chn (EMXC)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus International Enhanced Yield Aptus Int Enh Yl (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus Defined Risk Etf Aptus Defined (DRSK)

View all positions for Waterloo Capital

Top funds holding Invesco unit investment

Morgan Stanley
Wells Fargo & Company
LPL Financial
Strategic Wealth Partners
Northwest Financial Advisors
UBS Group
Bank of America Corporation
Modern Wealth Management
Equitable Holdings
Jones Financial Companies, L.L
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Morton Capital Management
Raymond James Financial

View all funds holding Invesco unit investment