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Invesco unit investment shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2026-03-31 $23k 1.0k 22.25
2025-06-30 $21k 1.0k 20.50
2025-03-31 $20k 1.0k 19.07
2024-12-31 $19k 1.0k 18.31
2024-09-30 $28k 1.4k 19.78
2024-06-30 $25k 1.4k 17.92
2024-03-31 $36k 1.9k 18.54
2023-12-31 $38k 2.1k 18.46