Invesco unit investment shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in Invesco unit investment
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All positions including Invesco unit investment held by Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19k | 909 | 21.27 |
| 2025-06-30 | $19k | 902 | 20.50 |
| 2025-03-31 | $18k | 928 | 19.08 |
| 2024-12-31 | $17k | 920 | 18.31 |
| 2024-09-30 | $18k | 909 | 19.77 |
| 2024-06-30 | $15k | 807 | 17.92 |
| 2024-03-31 | $15k | 799 | 18.54 |