Invesco unit investment shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 959k | 21.27 |
| 2025-06-30 | $20M | 959k | 20.50 |
| 2024-12-31 | $18M | 952k | 19.31 |
| 2024-09-30 | $19M | 939k | 19.78 |
| 2024-06-30 | $16M | 906k | 17.92 |
| 2024-03-31 | $16M | 862k | 18.54 |
| 2023-12-31 | $15M | 795k | 18.46 |
| 2023-09-30 | $13M | 796k | 16.71 |
| 2023-06-30 | $14M | 755k | 18.05 |
| 2023-03-31 | $13M | 717k | 17.83 |
| 2022-12-31 | $9.8M | 585k | 16.72 |