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Invesco unit investment shares owned by Sittner & Nelson

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Sittner & Nelson from 13F filings

Historical chart of Sittner & Nelson investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Sittner & Nelson consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Sittner & Nelson

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5k 28 87.75

More positions owned by Sittner & Nelson

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
Stryker Corporation (SYK)
Chevron Corporation (CVX)
NVIDIA Corporation (NVDA)
Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Starbucks Corporation (SBUX)
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
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JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit Tr Unit (SPY)

View all positions for Sittner & Nelson

Top funds holding Invesco unit investment

Assetmark
Wells Fargo & Company
Cambridge Investment Research Advisors
Bank of America Corporation
Morgan Stanley
Raymond James & Associates
LPL Financial
Royal Bank of Canada
Goldman Sachs Group
Susquehanna International
Advisor Group Holdings
Fischer Investment Strategies
Jane Street
Wealth Quarterback
Citadel Advisors

View all funds holding Invesco unit investment