Invesco unit investment shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 69k | 21.27 |
| 2025-06-30 | $1.4M | 70k | 20.50 |
| 2025-03-31 | $1.3M | 70k | 19.07 |
| 2024-12-31 | $1.4M | 76k | 18.31 |
| 2024-09-30 | $1.5M | 76k | 19.78 |
| 2024-06-30 | $1.4M | 76k | 17.92 |
| 2024-03-31 | $1.4M | 76k | 18.54 |
| 2023-12-31 | $1.4M | 76k | 18.46 |
| 2023-09-30 | $1.3M | 76k | 16.71 |
| 2023-06-30 | $1.4M | 76k | 18.05 |
| 2023-03-31 | $1.4M | 80k | 17.83 |
| 2022-12-31 | $1.3M | 80k | 16.72 |
| 2022-09-30 | $1.3M | 82k | 15.25 |
| 2022-06-30 | $1.5M | 87k | 17.12 |
| 2022-03-31 | $1.6M | 82k | 19.62 |
| 2021-12-31 | $1.5M | 82k | 18.45 |
| 2021-09-30 | $1.4M | 82k | 17.57 |
| 2021-06-30 | $1.5M | 82k | 17.67 |
| 2021-03-31 | $1.4M | 82k | 16.67 |
| 2020-12-31 | $1.2M | 80k | 15.35 |
| 2020-09-30 | $978k | 77k | 12.68 |
| 2020-06-30 | $938k | 77k | 12.16 |
| 2020-03-31 | $1.1M | 145k | 7.55 |
| 2019-12-31 | $2.7M | 158k | 17.06 |
| 2019-09-30 | $2.4M | 151k | 16.04 |
| 2019-06-30 | $1.6M | 99k | 16.33 |
| 2019-03-31 | $1.5M | 91k | 15.88 |
| 2018-12-31 | $1.2M | 88k | 14.12 |
More positions owned by Brandywine Oak Private Wealth
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