Invesco unit investment shares owned by Accel Wealth Management
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Accel Wealth Management
from 13F filings
Historical chart of Accel Wealth Management investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Accel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 62k | 18.31 |
| 2024-09-30 | $1.2M | 61k | 19.78 |
| 2024-06-30 | $1.2M | 69k | 17.92 |
| 2024-03-31 | $1.3M | 69k | 18.54 |
| 2023-12-31 | $1.1M | 58k | 18.46 |
| 2023-09-30 | $949k | 57k | 16.71 |
| 2023-06-30 | $975k | 54k | 18.05 |
| 2023-03-31 | $833k | 47k | 17.83 |
| 2022-12-31 | $683k | 41k | 16.72 |
| 2022-09-30 | $509k | 31k | 16.19 |
| 2022-06-30 | $461k | 27k | 16.86 |