Invesco unit investment shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20k | 182 | 109.80 |
| 2025-06-30 | $18k | 182 | 97.53 |
| 2025-03-31 | $14k | 182 | 78.26 |
| 2024-12-31 | $16k | 182 | 88.65 |
| 2024-09-30 | $16k | 182 | 89.22 |
| 2024-06-30 | $15k | 182 | 84.45 |