Invesco unit investment shares owned by PCG Wealth Advisors
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by PCG Wealth Advisors
from 13F filings
Historical chart of PCG Wealth Advisors investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by PCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Invesco unit investment by PCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $297k | 16k | 18.54 |
| 2023-12-31 | $351k | 19k | 18.46 |
| 2023-09-30 | $405k | 24k | 16.71 |
| 2023-06-30 | $456k | 25k | 18.05 |
| 2023-03-31 | $550k | 31k | 17.83 |
| 2022-12-31 | $401k | 24k | 16.72 |
| 2022-09-30 | $305k | 20k | 15.19 |