Invesco unit investment shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.0M | 10k | 97.53 |
| 2024-09-30 | $203k | 2.3k | 89.22 |
| 2024-06-30 | $599k | 7.1k | 84.45 |
| 2024-03-31 | $651k | 7.4k | 87.74 |
| 2023-12-31 | $224k | 2.7k | 82.39 |
| 2023-06-30 | $219k | 2.9k | 76.38 |
| 2023-03-31 | $406k | 5.8k | 69.95 |