Invesco unit investment shares owned by Sigma Planning
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in Invesco unit investment
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All positions including Invesco unit investment held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $387k | 18k | 21.27 |
| 2025-06-30 | $287k | 14k | 20.50 |
| 2025-03-31 | $221k | 12k | 19.07 |
| 2024-12-31 | $248k | 14k | 18.31 |
| 2024-09-30 | $281k | 14k | 19.78 |
| 2024-06-30 | $254k | 14k | 17.92 |
| 2024-03-31 | $392k | 21k | 18.54 |
| 2023-12-31 | $223k | 12k | 18.46 |
| 2023-09-30 | $415k | 25k | 16.71 |
| 2023-06-30 | $334k | 19k | 18.05 |
| 2023-03-31 | $292k | 16k | 17.83 |
| 2022-12-31 | $200k | 12k | 16.72 |
| 2022-06-30 | $1.4M | 79k | 17.12 |
| 2022-03-31 | $1.8M | 93k | 19.63 |
| 2021-12-31 | $792k | 43k | 18.47 |