Invesco unit investment shares owned by Aventura Private Wealth
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Aventura Private Wealth
from 13F filings
Historical chart of Aventura Private Wealth investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Aventura Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Invesco unit investment by Aventura Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $21k | 181 | 116.97 |
| 2025-09-30 | $20k | 181 | 109.80 |
| 2025-06-30 | $18k | 181 | 97.53 |
| 2025-03-31 | $14k | 181 | 78.26 |
| 2024-12-31 | $16k | 181 | 88.65 |