Invesco unit investment shares owned by Western Wealth Management
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in Invesco unit investment
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All positions including Invesco unit investment held by Western 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 Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $275k | 13k | 21.27 |
| 2025-06-30 | $262k | 13k | 20.50 |
| 2025-03-31 | $242k | 13k | 19.07 |
| 2024-12-31 | $238k | 13k | 18.31 |
| 2024-09-30 | $268k | 14k | 19.78 |
| 2024-06-30 | $287k | 16k | 17.92 |
| 2024-03-31 | $338k | 18k | 18.54 |
| 2023-12-31 | $340k | 18k | 18.46 |
| 2023-09-30 | $307k | 18k | 16.71 |
| 2023-06-30 | $327k | 18k | 18.05 |
| 2023-03-31 | $312k | 18k | 17.83 |
| 2022-12-31 | $211k | 13k | 16.72 |