Winebrenner Capital Management »

Invesco unit investment shares owned by Winebrenner Capital Management

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

Historical chart of Winebrenner Capital Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Winebrenner Capital 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 Winebrenner Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 51k 21.27
2025-06-30 $994k 49k 20.50
2025-03-31 $925k 49k 19.07
2024-12-31 $887k 49k 18.31

More positions owned by Winebrenner Capital Management

Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Aristotle Pacifi (FLRT)
First Tr High Yield Opprt 20 (FTHY)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Chevron Corporation (CVX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Winebrenner Capital Management

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