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Invesco unit investment shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 635 18.55
2023-09-30 $11k 632 18.05
2023-06-30 $26k 1.4k 18.05
2022-12-31 $24k 1.4k 16.71
2022-09-30 $22k 1.4k 15.40
2019-12-31 $7.2k 415 17.39
2019-09-30 $7.2k 415 17.39
2019-06-30 $7.3k 414 17.54
2019-03-31 $7.4k 412 17.86