Invesco unit investment shares owned by Wealth Quarterback
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Wealth Quarterback
from 13F filings
Historical chart of Wealth Quarterback investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Wealth Quarterback
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.7M | 88k | 87.74 |
| 2023-06-30 | $7.2M | 94k | 76.39 |
| 2023-03-31 | $4.7M | 67k | 69.96 |
| 2022-12-31 | $4.7M | 75k | 62.33 |