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
Download as csv Download as ExcelQuarterly 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 |