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Invesco unit investment shares owned by Aurora Private Wealth

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Aurora Private Wealth from 13F filings

Historical chart of Aurora Private Wealth investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Aurora Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Aurora Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $236k 1.5k 155.26

More positions owned by Aurora Private Wealth

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchange-traded SHS (QTEC)
Energy Transfer Com Ut Ltd Ptn (ET)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Amazon (AMZN)
Meta Platforms Cl A (META)
Calamos Etf Tr Autoc Incom Etf (CAIE)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr High Yield Opprt 20 (FTHY)

View all positions for Aurora Private Wealth

Top funds holding Invesco unit investment

Goldman Sachs Group
LPL Financial
Cambridge Investment Research Advisors
Proficio Capital Partners
Morgan Stanley
Wells Fargo & Company
Axiom Financial Strategies
Bank of America Corporation
Goss Wealth Management
TRUE Private Wealth Advisors
Citadel Advisors
Jump Financial
Jones Financial Companies, L.L
UBS Group
Raymond James Financial

View all funds holding Invesco unit investment