Advisors Preferred »

Invesco unit investment shares owned by Advisors Preferred

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

Historical chart of Advisors Preferred investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco unit investment by Advisors Preferred

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 9.1k 111.29
2021-06-30 $36M 466k 76.35

More positions owned by Advisors Preferred

Consumer Discretionary Select Sector SPDR Fund Etf (XLY)
Communication Services Select Sector SPDR Fund USD Class Etf (XLC)
Technology Select Sector SPDR Fund USD Class Etf (XLK)
iShares MSCI Emerging Markets ETF USD Class Etf (EEM)
Invesco Nasdaq 100 ETF USD Class Etf (QQQM)
Vanguard Information Technology ETF Etf (VGT)
Schwab US Dividend Equity ETF USD Class Etf (SCHD)
iShares 0-3 Month Treasury Bond ETF USD Class Etf (SGOV)
Vanguard Russell 1000 Growth ETF Etf (VONG)
Vanguard Dividend Appreciation ETF USD Class Etf (VIG)
NVIDIA Corporation (NVDA)
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF Etf (XHLF)
BNY Mellon US Large Cap Core Equity ETF USD Class Etf (BKLC)
iShares Russell 2000 Value ETF USD Class Etf (IWN)
Microsoft Corporation (MSFT)

View all positions for Advisors Preferred

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