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Invesco unit investment shares owned by Advantage Investment Management

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Advantage Investment Management from 13F filings

Historical chart of Advantage Investment Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Advantage Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Advantage Investment Management

Quarter filed Position value Share count Share price at filing
2019-09-30 $951k 23k 41.34
2019-06-30 $1.0M 24k 42.77
2019-03-31 $910k 22k 41.55
2018-12-31 $517k 15k 35.29
2018-09-30 $616k 14k 44.99
2018-06-30 $568k 13k 42.96

More positions owned by Advantage Investment Management

Ishares Tr usa min vo (USMV)
Victory Portfolios Ii Cemp Us 500 Enha etf (CFO)
Spdr Series Trust aerospace def (XAR)
Ark Etf Tr web x.o etf (ARKW)
Vanguard Sht Term Govt Bond ETF (VGSH)
Vanguard Short Term Corporate Bond ETF (VCSH)
Victory Cemp Us Eq Income etf (CDC)
iShares S&P SmallCap 600 Index (IJR)
Health Care SPDR (XLV)
Technology SPDR (XLK)
Invesco Qqq Trust Series 1 (QQQ)
Consumer Staples Select Sect. SPDR (XLP)
Absolute Shs Tr wbi pwr fctr etf (WBIY)
Financial Select Sector SPDR (XLF)
Energy Select Sector SPDR (XLE)

View all positions for Advantage Investment Management

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