Invesco unit investment shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 119k | 19.78 |
| 2024-06-30 | $2.4M | 136k | 17.92 |
| 2024-03-31 | $2.6M | 142k | 18.54 |
| 2023-12-31 | $2.7M | 144k | 18.46 |
| 2023-09-30 | $2.7M | 160k | 16.71 |
| 2023-06-30 | $3.0M | 166k | 18.05 |
| 2023-03-31 | $2.9M | 163k | 17.83 |
| 2022-12-31 | $2.7M | 164k | 16.72 |
| 2022-09-30 | $2.9M | 193k | 15.25 |
| 2022-06-30 | $3.0M | 175k | 17.12 |
| 2022-03-31 | $3.4M | 172k | 19.63 |
| 2021-12-31 | $2.9M | 158k | 18.46 |
| 2021-09-30 | $2.7M | 152k | 17.57 |
| 2021-06-30 | $1.8M | 102k | 17.67 |
| 2021-03-31 | $1.6M | 98k | 16.68 |
| 2020-12-31 | $1.4M | 93k | 15.34 |
| 2020-09-30 | $1.1M | 86k | 12.69 |
| 2020-06-30 | $1.2M | 95k | 12.17 |
| 2020-03-31 | $1.3M | 115k | 11.35 |
| 2019-12-31 | $1.6M | 96k | 17.06 |
| 2019-09-30 | $1.3M | 83k | 16.04 |
| 2019-06-30 | $1.1M | 66k | 16.34 |
| 2019-03-31 | $1.5M | 97k | 15.88 |
| 2018-12-31 | $1.4M | 98k | 14.13 |
| 2018-09-30 | $3.2M | 202k | 15.74 |
| 2018-06-30 | $4.6M | 292k | 15.61 |