Axxcess Wealth Management »

Invesco unit investment shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco unit investment by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $274k 2.3k 116.97
2024-12-31 $251k 2.8k 88.65
2022-09-30 $281k 4.9k 57.38

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Axxcess Wealth Management

Top funds holding Invesco unit investment

Goldman Sachs Group
Wells Fargo & Company
LPL Financial
Ameriprise Financial
Axiom Financial Strategies
PFG Advisors
Bnp Paribas Arbitrage, Snc
Royal Bank of Canada
Citadel Advisors
Bank Hapoalim Bm
UBS Group
Raymond James Financial
Jpmorgan Chase & Co
Susquehanna International
Fortis Group Advisors

View all funds holding Invesco unit investment