Invesco unit investment shares owned by Kingsview Wealth Management
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Kingsview Wealth Management
from 13F filings
Historical chart of Kingsview Wealth Management investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Kingsview Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Invesco unit investment by Kingsview Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $512k | 26k | 19.78 |
| 2024-06-30 | $457k | 26k | 17.92 |
| 2024-03-31 | $469k | 25k | 18.54 |
| 2023-12-31 | $469k | 25k | 18.46 |
| 2023-09-30 | $399k | 24k | 16.71 |
| 2023-06-30 | $414k | 23k | 18.05 |
| 2023-03-31 | $407k | 23k | 17.83 |
| 2022-12-31 | $386k | 23k | 16.72 |
| 2022-09-30 | $329k | 22k | 15.25 |
| 2022-06-30 | $204k | 12k | 17.10 |
| 2022-03-31 | $234k | 12k | 19.63 |
| 2021-12-31 | $219k | 12k | 18.46 |
| 2021-09-30 | $223k | 13k | 17.55 |
| 2021-06-30 | $225k | 13k | 17.70 |
| 2021-03-31 | $213k | 13k | 16.85 |
| 2020-12-31 | $187k | 12k | 15.36 |
| 2020-09-30 | $154k | 12k | 12.67 |
| 2020-06-30 | $1.6M | 129k | 12.17 |
| 2020-03-31 | $1.2M | 110k | 11.35 |
| 2019-12-31 | $1.5M | 87k | 17.07 |
| 2019-09-30 | $1.2M | 77k | 16.04 |
| 2019-06-30 | $1.0M | 64k | 16.34 |
| 2019-03-31 | $1.0M | 63k | 15.88 |
| 2018-12-31 | $755k | 54k | 14.12 |
| 2018-09-30 | $673k | 43k | 15.73 |
| 2018-06-30 | $571k | 37k | 15.62 |
More positions owned by Kingsview Wealth Management
View all positions for Kingsview Wealth Management