Aim Counselor Ser Tr Invesco senior flating y shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Aim Counselor Ser Tr Invesco senior flating y (OOSYX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Aim Counselor Ser Tr Invesco senior flating y
Tip: Access up to 7 years of quarterly data
All positions including Aim Counselor Ser Tr Invesco senior flating y held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Aim Counselor Ser Tr Invesco senior flating y by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $72k | 11k | 6.63 |
| 2024-06-30 | $71k | 11k | 6.65 |
| 2024-03-31 | $69k | 10k | 6.67 |
| 2023-09-30 | $78k | 12k | 6.70 |
| 2023-06-30 | $75k | 11k | 6.58 |
| 2023-03-31 | $72k | 11k | 6.52 |
| 2022-12-31 | $71k | 11k | 6.51 |
| 2022-09-30 | $70k | 10k | 6.72 |
| 2022-06-30 | $68k | 10k | 6.62 |
| 2022-03-31 | $72k | 10k | 7.09 |
| 2021-12-31 | $71k | 10k | 7.06 |
| 2021-09-30 | $85k | 12k | 7.10 |
| 2021-06-30 | $82k | 12k | 6.93 |
| 2021-03-31 | $81k | 12k | 6.89 |