Invesco unit investment shares owned by LPL Financial
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Invesco unit investment
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All positions including Invesco unit investment held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $16M | 186k | 87.74 |
| 2023-09-30 | $31M | 443k | 70.10 |
| 2023-06-30 | $39M | 507k | 76.39 |
| 2023-03-31 | $55M | 789k | 69.96 |
| 2022-12-31 | $24M | 388k | 62.33 |
| 2022-09-30 | $9.8M | 171k | 57.39 |
| 2022-06-30 | $11M | 187k | 58.61 |
| 2022-03-31 | $37M | 481k | 75.96 |
| 2021-12-31 | $73M | 923k | 79.02 |
| 2021-09-30 | $61M | 836k | 73.10 |
| 2021-06-30 | $59M | 777k | 75.57 |
| 2021-03-31 | $29M | 414k | 69.53 |
| 2020-12-31 | $6.5M | 114k | 56.77 |
| 2020-09-30 | $1.4M | 34k | 41.53 |
| 2020-06-30 | $885k | 22k | 39.99 |
| 2020-03-31 | $477k | 16k | 29.21 |
| 2019-12-31 | $1.7M | 37k | 46.65 |
| 2019-09-30 | $974k | 24k | 41.35 |
| 2019-06-30 | $1.3M | 29k | 42.77 |
| 2019-03-31 | $956k | 23k | 41.59 |
| 2018-12-31 | $556k | 16k | 35.30 |
| 2018-09-30 | $985k | 22k | 44.95 |
| 2018-06-30 | $2.4M | 57k | 42.97 |