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Invesco unit investment shares owned by Bartlett & Co.

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Bartlett & Co. from 13F filings

Historical chart of Bartlett & Co. investment in Invesco unit investment

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All positions including Invesco unit investment held by Bartlett & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Bartlett & Co.

Quarter filed Position value Share count Share price at filing
2023-12-31 $32k 1.7k 18.58
2023-09-30 $999 55 18.18

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View all positions for Bartlett & Co.

Top funds holding Invesco unit investment

Wells Fargo & Company
UBS Group
Kaye Capital Management
Kestra Advisory Services
Bank of America Corporation
Advisor Group Holdings
Jane Street
Raymond James Financial Services Advisors
Raymond James & Associates
Ronna Sue Cohen
FTB Advisors
Royal Bank of Canada
First American Trust
Focus Financial Network
Focus Financial Network

View all funds holding Invesco unit investment