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Invesco unit investment shares owned by BCJ Capital Management

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

Historical chart of BCJ Capital Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by BCJ Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $437k 4.9k 88.65
2024-03-31 $543k 6.2k 87.74
2020-12-31 $800k 14k 56.78

More positions owned by BCJ Capital Management

Select Sector Spdr Tr Technology (XLK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Communication (XLC)
Barclays Bank Ipath S&p 500 Sh (VXX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)

View all positions for BCJ Capital Management

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