Invesco unit investment shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34k | 1.6k | 21.27 |
| 2025-06-30 | $38k | 1.9k | 20.50 |
| 2025-03-31 | $25k | 1.3k | 19.07 |
| 2024-12-31 | $26k | 1.4k | 18.30 |
| 2024-09-30 | $28k | 1.4k | 19.78 |
| 2024-06-30 | $23k | 1.3k | 17.93 |
| 2024-03-31 | $23k | 1.2k | 18.54 |
| 2022-09-30 | $2.0k | 144 | 13.89 |
| 2022-06-30 | $2.0k | 144 | 13.89 |
| 2022-03-31 | $14k | 695 | 20.14 |
| 2021-12-31 | $13k | 695 | 18.71 |
| 2021-09-30 | $12k | 695 | 17.27 |
| 2021-03-31 | $35k | 2.1k | 16.68 |
| 2020-09-30 | $14k | 1.1k | 12.60 |
| 2020-06-30 | $14k | 1.1k | 12.60 |
| 2020-03-31 | $12k | 1.1k | 10.80 |
| 2019-12-31 | $72k | 4.3k | 16.83 |
| 2019-09-30 | $77k | 4.8k | 15.94 |
| 2019-06-30 | $78k | 4.8k | 16.14 |
| 2018-09-30 | $20k | 1.3k | 16.00 |
| 2018-06-30 | $20k | 1.3k | 16.00 |
More positions owned by Steward Partners Investment Advisory
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