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Invesco unit investment shares owned by Belpointe Asset Management

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

Historical chart of Belpointe Asset Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $213k 1.8k 115.96
2022-12-31 $19k 300 62.33

More positions owned by Belpointe Asset Management

Spdr S&p 500 Etf Etf (SPY)
Invesco QQQ Trust Etf (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Collaborative Investmnt Ser Etf (PLGI)
Anydrus Advantage Etf Etf (NDOW)
Schwab U.S. Large-Cap Growth ETF Etf (SCHG)
Nelson Select Etf (NELS)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Rareview Total Return Bond Etf Etf (RTRE)
Schwab Strategic Tr Etf (SCHX)
Vanguard S&P 500 ETF Etf (VOO)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Ishares Tr Etf (IVV)

View all positions for Belpointe Asset Management

Top funds holding Invesco unit investment

Goldman Sachs Group
LPL Financial
Morgan Stanley
Axiom Financial Strategies
Goss Wealth Management
Wells Fargo & Company
Citadel Advisors
UBS Group
Bank of America Corporation
Proficio Capital Partners
Royal Bank of Canada
Raymond James Financial
Bnp Paribas Arbitrage, Snc
Susquehanna International
Fortis Group Advisors

View all funds holding Invesco unit investment