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Invesco unit investment shares owned by Schechter Investment Advisors

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Schechter Investment Advisors from 13F filings

Historical chart of Schechter Investment Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Schechter Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Schechter Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 11k 18.54
2023-12-31 $209k 11k 18.46
2023-09-30 $211k 13k 16.71
2023-06-30 $194k 11k 18.05
2023-03-31 $192k 11k 17.83

More positions owned by Schechter Investment Advisors

Ares Acquisition Corp Ii Shs Class A Stock (AACT)
Apple Stock (AAPL)
Agriculture & Nat Sol Acq Corp Shs Cl A Stock
Merck & Co Stock (MRK)
Nabors Energy Transition Corp Cl A Stock (NETD)
Vanguard Value Etf Etf (VTV)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Growth Etf Etf (VUG)
Vanguard Total International Stock Etf Etf (VXUS)
Microsoft Corp Stock (MSFT)
Inflection Pt Acquisitn Crp Ii Cl A Ord Stock (IPXX)
Screaming Eagle Acquisitn Corp Class A Ord Stock (SCRM)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Haymaker Acquisition Corp Iv Class A Stock (HYAC)

View all positions for Schechter Investment Advisors

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