Invesco unit investment shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $59k | 2.6k | 22.25 |
| 2025-12-31 | $58k | 2.6k | 22.00 |
| 2025-09-30 | $56k | 2.6k | 21.27 |
| 2025-06-30 | $63k | 3.0k | 20.66 |
| 2025-03-31 | $58k | 3.0k | 19.14 |
| 2024-12-31 | $56k | 3.0k | 18.31 |