Western Wealth Management »

Invesco unit investment shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco unit investment by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $340k 18k 18.46
2023-09-30 $307k 18k 16.71
2023-06-30 $327k 18k 18.05
2023-03-31 $312k 18k 17.83
2022-12-31 $211k 13k 16.72

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Western Wealth Management

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
Eagle Strategies
Raymond James & Associates
Ronna Sue Cohen
FTB Advisors
Royal Bank of Canada
First American Trust
Parcion Private Wealth

View all funds holding Invesco unit investment