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Invesco unit investment shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5k 225 19.78
2024-06-30 $4.0k 225 17.92
2024-03-31 $4.2k 225 18.54
2023-09-30 $3.8k 225 16.71
2023-06-30 $4.1k 225 18.05
2023-03-31 $4.0k 225 17.83

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

Top funds holding Invesco unit investment

Morgan Stanley
LPL Financial
Wells Fargo & Company
Kaye Capital Management
Strategic Wealth Partners
Bank of America Corporation
Advisor Group Holdings
Ronna Sue Cohen
Envestnet Asset Management
Royal Bank of Canada
Equitable Holdings
Raymond James & Associates
Mml Investors Services
Ohe Financial
Susquehanna International

View all funds holding Invesco unit investment