Invesco unit investment shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $275k | 13k | 21.27 |
| 2025-06-30 | $264k | 13k | 20.50 |
| 2025-03-31 | $251k | 13k | 19.07 |
| 2024-12-31 | $240k | 13k | 18.31 |
| 2024-09-30 | $239k | 12k | 19.78 |
| 2024-06-30 | $199k | 11k | 17.92 |
| 2024-03-31 | $204k | 11k | 18.54 |
| 2023-12-31 | $352k | 19k | 18.46 |
| 2023-09-30 | $321k | 19k | 16.71 |
| 2023-06-30 | $384k | 21k | 18.05 |
| 2023-03-31 | $369k | 21k | 17.83 |
| 2022-12-31 | $220k | 13k | 16.72 |
| 2022-06-30 | $167k | 9.7k | 17.14 |
| 2022-03-31 | $191k | 9.7k | 19.68 |
| 2021-12-31 | $231k | 13k | 18.47 |
| 2021-09-30 | $163k | 9.3k | 17.55 |
| 2019-09-30 | $157k | 9.8k | 16.02 |
| 2019-06-30 | $160k | 9.8k | 16.33 |
| 2019-03-31 | $156k | 9.8k | 15.92 |
| 2018-12-31 | $86k | 6.1k | 14.16 |
| 2018-09-30 | $135k | 8.6k | 15.75 |
| 2018-06-30 | $95k | 6.1k | 15.64 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors