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Invesco unit investment shares owned by Adapt Wealth Advisors

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Adapt Wealth Advisors from 13F filings

Historical chart of Adapt Wealth Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $447k 3.8k 116.97

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Thornburg Etf Tr Intl Equity Etf (TXUE)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Global X Fds Artificial Etf (AIQ)
Global X Fds Us Infr Dev Etf (PAVE)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Vaneck Etf Trust Semiconductr Etf (SMH)
Tcw Etf Trust Transform System (PWRD)
Simplify Exchange Traded Fun High Yield Etf (CDX)
NVIDIA Corporation (NVDA)

View all positions for Adapt Wealth Advisors

Top funds holding Invesco unit investment

Goldman Sachs Group
Wells Fargo & Company
LPL Financial
Ameriprise Financial
Axiom Financial Strategies
PFG Advisors
Bnp Paribas Arbitrage, Snc
Royal Bank of Canada
Citadel Advisors
Bank Hapoalim Bm
UBS Group
Raymond James Financial
Jpmorgan Chase & Co
Susquehanna International
Fortis Group Advisors

View all funds holding Invesco unit investment