Invesco unit investment shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Invesco unit investment
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All positions including Invesco unit investment held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco unit investment by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $740k | 36k | 20.50 |
| 2025-03-31 | $757k | 40k | 19.07 |
| 2024-12-31 | $910k | 50k | 18.31 |
| 2024-09-30 | $999k | 51k | 19.78 |
| 2024-06-30 | $922k | 52k | 17.92 |
| 2024-03-31 | $839k | 45k | 18.54 |
| 2023-12-31 | $1.5M | 79k | 18.46 |
| 2023-09-30 | $1.1M | 68k | 16.71 |
| 2023-06-30 | $1.6M | 86k | 18.05 |
| 2023-03-31 | $1.6M | 91k | 17.83 |
| 2022-12-31 | $1.4M | 84k | 16.72 |
| 2022-09-30 | $1.8M | 116k | 15.25 |
| 2022-06-30 | $1.1M | 66k | 17.11 |
| 2022-03-31 | $1.3M | 65k | 19.67 |
| 2021-12-31 | $734k | 40k | 18.46 |
| 2021-09-30 | $694k | 40k | 17.55 |
| 2021-06-30 | $704k | 40k | 17.64 |
| 2021-03-31 | $666k | 40k | 16.71 |
| 2020-12-31 | $734k | 48k | 15.36 |
| 2020-09-30 | $1.2M | 91k | 12.69 |
| 2020-06-30 | $730k | 60k | 12.17 |
| 2020-03-31 | $682k | 60k | 11.32 |
| 2019-12-31 | $999k | 58k | 17.10 |
More positions owned by H D Vest Advisory Services
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