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Invesco unit investment shares owned by Abound Financial

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Abound Financial from 13F filings

Historical chart of Abound Financial investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Abound Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Abound Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 19k 109.80
2025-06-30 $1.9M 20k 97.53
2025-03-31 $1.6M 20k 78.26

More positions owned by Abound Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Select Sector Spdr Tr Communication (XLC)

View all positions for Abound Financial

Top funds holding Invesco unit investment

Goldman Sachs Group
Cambridge Investment Research Advisors
Wells Fargo & Company
Morgan Stanley
LPL Financial
Bnp Paribas Arbitrage, Snc
Axiom Financial Strategies
Royal Bank of Canada
Citadel Advisors
PFG Advisors
Bank Hapoalim Bm
Raymond James Financial
Hilltop Holdings
Jpmorgan Chase & Co
UBS Group

View all funds holding Invesco unit investment