Invesco unit investment shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $301k | 14k | 22.00 |
| 2025-09-30 | $291k | 14k | 21.27 |
| 2025-06-30 | $285k | 14k | 20.50 |
| 2025-03-31 | $265k | 14k | 19.07 |
| 2024-12-31 | $315k | 17k | 18.31 |
| 2024-09-30 | $340k | 17k | 19.78 |
| 2024-06-30 | $308k | 17k | 17.92 |
| 2024-03-31 | $263k | 14k | 18.54 |
| 2023-12-31 | $234k | 13k | 18.46 |