Invesco unit investment shares owned by AE Wealth Management
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32k | 289 | 109.80 |
| 2025-06-30 | $767k | 7.9k | 97.53 |
| 2025-03-31 | $14k | 177 | 78.26 |
| 2024-12-31 | $16k | 177 | 88.65 |
| 2023-06-30 | $895k | 12k | 76.39 |
| 2023-03-31 | $412k | 5.9k | 69.96 |
| 2022-09-30 | $433k | 7.5k | 57.43 |
| 2022-06-30 | $339k | 5.8k | 58.63 |
| 2022-03-31 | $2.3M | 30k | 75.98 |
| 2021-12-31 | $1.5M | 19k | 79.01 |
| 2021-09-30 | $2.0M | 28k | 73.11 |
| 2021-06-30 | $5.4M | 71k | 75.57 |
| 2021-03-31 | $7.8M | 112k | 69.53 |
| 2019-12-31 | $468k | 10k | 46.59 |