Invesco unit investment shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5k | 212 | 21.27 |
| 2025-06-30 | $5.4k | 265 | 20.50 |
| 2025-03-31 | $5.1k | 265 | 19.07 |
| 2024-12-31 | $4.9k | 265 | 18.31 |
| 2024-09-30 | $6.3k | 320 | 19.78 |
| 2024-06-30 | $5.7k | 320 | 17.92 |
| 2024-03-31 | $19k | 1.0k | 18.54 |
| 2023-12-31 | $32k | 1.7k | 18.48 |
| 2023-09-30 | $919 | 55 | 16.71 |
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