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Invesco unit investment shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Zrc 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1k 380 21.27
2025-06-30 $7.8k 380 20.50
2025-03-31 $7.2k 380 19.07
2024-12-31 $7.0k 380 18.31

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Fundamental Us L (FNDX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Zrc Wealth 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