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Invesco unit investment shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in Invesco unit investment

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

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Quarterly reported holdings in Invesco unit investment by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $315k 17k 18.54
2023-09-30 $740k 44k 16.71

More positions owned by Brian McDonald

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Lilly Eli & Co Common (LLY)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Jpmorgan Chase & Co Common (JPM)
Home Depot Common (HD)
Alphabet Inc Cl A Common (GOOGL)
Facebook Common (META)
Ishares Tr Russell 1000 Growth Common (IWF)
Ishares Tr 1000 Etf Common (IWB)
Alphabet Inc Cl C Common (GOOG)
Visa Inc Cl A Common (V)

View all positions for Brian McDonald

Top funds holding Invesco unit investment

Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Kaye Capital Management
Strategic Wealth Partners
Kestra Advisory Services
Bank of America Corporation
Ameriprise Financial
Advisor Group Holdings
Raymond James Financial Services Advisors
Raymond James & Associates
Ronna Sue Cohen
FTB Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Invesco unit investment