Invesco unit investment shares owned by SimpliFi
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by SimpliFi
from 13F filings
Historical chart of SimpliFi investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by SimpliFi consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by SimpliFi
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $477k | 22k | 21.27 |
| 2025-06-30 | $456k | 22k | 20.50 |
| 2025-03-31 | $419k | 22k | 19.07 |
| 2024-12-31 | $399k | 22k | 18.31 |
| 2024-09-30 | $428k | 22k | 19.78 |
| 2024-06-30 | $384k | 21k | 17.92 |
| 2024-03-31 | $392k | 21k | 18.54 |
| 2023-12-31 | $348k | 21k | 16.71 |
| 2023-09-30 | $348k | 21k | 16.71 |
| 2023-06-30 | $373k | 21k | 18.05 |
| 2023-03-31 | $217k | 12k | 17.83 |