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Invesco unit investment shares owned by Creative Planning

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 123k 18.46
2023-09-30 $2.1M 127k 16.71
2023-06-30 $2.3M 126k 18.05
2023-03-31 $2.3M 126k 17.83
2022-12-31 $2.1M 128k 16.72
2022-09-30 $1.9M 126k 15.25
2022-06-30 $2.2M 126k 17.12
2022-03-31 $2.8M 143k 19.63
2021-12-31 $2.7M 148k 18.46
2021-09-30 $2.7M 152k 17.57
2021-06-30 $2.5M 139k 17.67
2021-03-31 $2.5M 152k 16.68
2020-12-31 $2.4M 156k 15.35
2020-09-30 $2.1M 165k 12.69
2020-06-30 $2.3M 188k 12.17
2020-03-31 $2.7M 234k 11.35
2019-12-31 $5.1M 300k 17.07
2019-09-30 $5.0M 311k 16.04
2019-06-30 $4.9M 301k 16.34
2019-03-31 $4.9M 308k 15.88
2018-12-31 $5.1M 360k 14.13
2018-09-30 $6.4M 404k 15.74
2018-06-30 $6.3M 401k 15.61