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Invesco unit investment shares owned by Axiom Financial Strategies

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Axiom Financial Strategies from 13F filings

Historical chart of Axiom Financial Strategies investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Axiom Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Axiom Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 136k 109.80

More positions owned by Axiom Financial Strategies

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard World Inf Tech Etf (VGT)
United Sts Commodity Index F Comm Idx Fnd (USCI)
Pacer Fds Tr Trendpilot Intl (PTIN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)

View all positions for Axiom Financial Strategies

Top funds holding Invesco unit investment

Goldman Sachs Group
Cambridge Investment Research Advisors
Wells Fargo & Company
Morgan Stanley
LPL Financial
Bnp Paribas Arbitrage, Snc
Axiom Financial Strategies
Royal Bank of Canada
Citadel Advisors
PFG Advisors
Bank Hapoalim Bm
Raymond James Financial
Hilltop Holdings
Jpmorgan Chase & Co
UBS Group

View all funds holding Invesco unit investment