Invesco unit investment shares owned by Merit Financial Group
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Invesco unit investment
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All positions including Invesco unit investment held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $702k | 33k | 21.27 |
| 2025-06-30 | $754k | 37k | 20.50 |
| 2025-03-31 | $733k | 38k | 19.07 |
| 2024-12-31 | $973k | 53k | 18.31 |
| 2024-09-30 | $868k | 44k | 19.78 |
| 2024-03-31 | $1.1M | 58k | 18.18 |
| 2023-12-31 | $871k | 47k | 18.46 |
| 2023-09-30 | $370k | 22k | 16.71 |
| 2023-06-30 | $212k | 12k | 18.05 |