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Invesco unit investment shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 862k 18.54
2023-12-31 $15M 795k 18.46
2023-09-30 $13M 796k 16.71
2023-06-30 $14M 755k 18.05
2023-03-31 $13M 717k 17.83
2022-12-31 $9.8M 585k 16.72

More positions owned by Strategic Wealth Partners

Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)

View all positions for Strategic Wealth Partners

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