Invesco unit investment shares owned by Morton Capital Management
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Morton Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 253k | 21.27 |
| 2025-06-30 | $5.3M | 256k | 20.50 |
| 2025-03-31 | $5.0M | 262k | 19.07 |
| 2024-12-31 | $4.8M | 263k | 18.31 |
| 2024-09-30 | $2.2M | 110k | 19.78 |
| 2024-06-30 | $2.6M | 147k | 17.92 |
| 2024-03-31 | $3.0M | 164k | 18.54 |
| 2023-12-31 | $3.0M | 164k | 18.46 |
| 2023-09-30 | $2.1M | 125k | 16.71 |
| 2023-06-30 | $2.8M | 157k | 18.05 |
| 2023-03-31 | $4.7M | 264k | 17.83 |
| 2022-12-31 | $4.9M | 294k | 16.72 |