Invesco unit investment shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Stratos Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 51k | 21.27 |
| 2025-06-30 | $901k | 44k | 20.50 |
| 2025-03-31 | $773k | 41k | 19.07 |
| 2024-12-31 | $930k | 51k | 18.31 |
| 2024-09-30 | $739k | 37k | 19.78 |
| 2024-06-30 | $670k | 37k | 17.92 |
| 2024-03-31 | $683k | 37k | 18.54 |
| 2023-12-31 | $2.4M | 129k | 18.46 |
| 2023-09-30 | $2.2M | 131k | 16.71 |
| 2023-06-30 | $2.3M | 127k | 18.05 |
| 2023-03-31 | $2.2M | 122k | 17.83 |
| 2022-12-31 | $1.1M | 67k | 16.72 |
| 2022-09-30 | $1.4M | 94k | 15.25 |
| 2018-09-30 | $24k | 1.5k | 16.00 |