Invesco unit investment shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Invesco unit investment by Orion Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 60k | 18.63 |
| 2023-09-30 | $739k | 44k | 16.71 |
| 2023-06-30 | $692k | 38k | 18.05 |
| 2023-03-31 | $553k | 31k | 17.83 |
| 2022-12-31 | $407k | 24k | 16.72 |
| 2020-06-30 | $23k | 2.0k | 11.50 |
| 2020-03-31 | $23k | 2.0k | 11.50 |
| 2019-12-31 | $34k | 2.0k | 17.00 |