Invesco unit investment shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 198k | 21.42 |
| 2025-06-30 | $7.2M | 344k | 20.85 |
| 2025-03-31 | $6.9M | 364k | 19.07 |
| 2024-12-31 | $5.4M | 296k | 18.31 |
| 2024-06-30 | $271k | 15k | 17.92 |
| 2024-03-31 | $259k | 14k | 18.54 |
| 2023-12-31 | $258k | 14k | 18.46 |
| 2023-09-30 | $295k | 18k | 16.71 |
More positions owned by Wealth Enhancement Advisory Services
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