Invesco unit investment shares owned by Parcion Private Wealth
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Parcion Private Wealth
from 13F filings
Historical chart of Parcion Private Wealth investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Parcion Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 74k | 19.78 |
| 2024-06-30 | $1.4M | 77k | 17.92 |
| 2024-03-31 | $2.0M | 109k | 18.54 |
| 2023-12-31 | $4.9M | 263k | 18.46 |
| 2023-09-30 | $64M | 3.8M | 16.71 |
| 2023-06-30 | $63M | 3.5M | 18.05 |
| 2023-03-31 | $48M | 2.7M | 17.83 |
| 2022-12-31 | $42M | 2.5M | 16.72 |
| 2022-09-30 | $38M | 2.5M | 15.25 |