Invesco unit investment shares owned by Capital Advisors
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $480k | 26k | 18.32 |
| 2024-09-30 | $518k | 26k | 19.80 |
| 2024-06-30 | $468k | 26k | 17.93 |
| 2024-03-31 | $491k | 27k | 18.55 |
| 2023-12-31 | $488k | 26k | 18.48 |
| 2023-09-30 | $526k | 32k | 16.72 |
| 2023-06-30 | $557k | 31k | 18.05 |
| 2023-03-31 | $550k | 31k | 17.85 |
| 2022-12-31 | $515k | 31k | 16.74 |
| 2022-09-30 | $469k | 31k | 15.25 |
| 2022-06-30 | $526k | 31k | 17.13 |
| 2022-03-31 | $588k | 30k | 19.62 |
| 2021-12-31 | $529k | 29k | 18.45 |
| 2021-09-30 | $197k | 13k | 15.03 |
| 2021-06-30 | $140k | 7.9k | 17.71 |
| 2021-03-31 | $205k | 12k | 16.72 |
| 2020-12-31 | $195k | 13k | 15.37 |
| 2020-09-30 | $172k | 14k | 12.72 |
| 2020-06-30 | $175k | 14k | 12.20 |
| 2020-03-31 | $267k | 24k | 11.33 |
| 2019-12-31 | $859k | 50k | 17.06 |
| 2019-09-30 | $801k | 50k | 16.05 |
| 2019-06-30 | $800k | 49k | 16.34 |
| 2019-03-31 | $830k | 52k | 15.87 |
| 2018-12-31 | $753k | 53k | 14.12 |
| 2018-09-30 | $845k | 54k | 15.75 |
| 2018-06-30 | $842k | 54k | 15.62 |