Invesco unit investment shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 50k | 21.27 |
| 2025-06-30 | $1.0M | 50k | 20.50 |
| 2025-03-31 | $982k | 52k | 19.07 |
| 2024-12-31 | $948k | 52k | 18.31 |
| 2024-09-30 | $1.0M | 52k | 19.78 |
| 2024-06-30 | $930k | 52k | 17.92 |
| 2024-03-31 | $962k | 52k | 18.54 |
| 2023-12-31 | $959k | 52k | 18.46 |
| 2023-09-30 | $924k | 55k | 16.71 |
| 2023-06-30 | $998k | 55k | 18.05 |
| 2023-03-31 | $986k | 55k | 17.83 |
| 2022-12-31 | $924k | 55k | 16.72 |
| 2022-09-30 | $832k | 55k | 15.25 |
| 2022-06-30 | $934k | 55k | 17.12 |
| 2022-03-31 | $1.1M | 55k | 19.63 |
| 2021-12-31 | $1.0M | 55k | 18.46 |
| 2021-09-30 | $965k | 55k | 17.57 |
| 2021-06-30 | $976k | 55k | 17.67 |
| 2021-03-31 | $921k | 55k | 16.68 |
| 2020-12-31 | $849k | 55k | 15.34 |
| 2020-09-30 | $706k | 56k | 12.69 |
| 2020-06-30 | $696k | 57k | 12.17 |
| 2020-03-31 | $649k | 57k | 11.35 |
| 2019-12-31 | $1.0M | 1.0k | 1000.00 |
| 2019-09-30 | $988k | 62k | 16.03 |
| 2019-06-30 | $1.0M | 62k | 16.34 |
| 2019-03-31 | $1.0M | 63k | 15.88 |
| 2018-12-31 | $909k | 64k | 14.12 |
More positions owned by Institute For Wealth Management
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