Invesco unit investment shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $869k | 41k | 21.27 |
| 2025-06-30 | $843k | 41k | 20.50 |
| 2025-03-31 | $716k | 38k | 19.07 |
| 2024-12-31 | $855k | 47k | 18.31 |
| 2024-09-30 | $839k | 42k | 19.78 |
| 2024-06-30 | $784k | 44k | 17.92 |
| 2024-03-31 | $838k | 45k | 18.54 |
| 2023-12-31 | $880k | 48k | 18.46 |