Invesco unit investment shares owned by Atria Investments
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $368k | 2.4k | 155.59 |
| 2024-06-30 | $323k | 3.8k | 84.45 |
| 2022-09-30 | $1.1M | 19k | 57.37 |
| 2021-12-31 | $3.1M | 39k | 79.03 |
| 2021-06-30 | $2.4M | 32k | 75.59 |
| 2021-03-31 | $3.0M | 44k | 69.53 |
| 2020-12-31 | $3.1M | 55k | 56.76 |
| 2020-06-30 | $363k | 12k | 29.18 |
| 2020-03-31 | $363k | 12k | 29.18 |
| 2019-12-31 | $772k | 17k | 46.65 |
| 2018-06-30 | $1.7M | 40k | 42.97 |