Invesco unit investment shares owned by H&H Retirement Design & Management
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by H&H Retirement Design & Management
from 13F filings
Historical chart of H&H Retirement Design & Management investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by H&H Retirement Design & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 80k | 21.66 |
| 2025-06-30 | $1.7M | 80k | 20.72 |
| 2025-03-31 | $1.4M | 73k | 18.94 |
| 2024-12-31 | $1.4M | 74k | 19.22 |
| 2024-09-30 | $1.4M | 72k | 19.57 |
| 2024-06-30 | $1.3M | 71k | 18.79 |
| 2024-03-31 | $1.2M | 69k | 17.78 |
| 2023-12-31 | $1.1M | 62k | 17.87 |
| 2023-09-30 | $967k | 59k | 16.52 |
| 2023-06-30 | $1.1M | 58k | 18.38 |
| 2023-03-31 | $1.1M | 58k | 18.47 |
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