Invesco unit investment shares owned by Betterment
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $240k | 2.2k | 109.79 |
| 2025-06-30 | $240k | 2.5k | 97.56 |
| 2025-03-31 | $225k | 2.9k | 78.18 |
| 2024-12-31 | $230k | 2.6k | 88.46 |
| 2024-09-30 | $240k | 2.7k | 89.39 |
| 2024-06-30 | $251k | 3.0k | 84.48 |
| 2024-03-31 | $345k | 3.9k | 87.81 |
| 2023-12-31 | $317k | 3.8k | 82.38 |
| 2023-09-30 | $263k | 3.7k | 70.15 |
| 2023-06-30 | $281k | 3.7k | 76.44 |
| 2023-03-31 | $257k | 3.7k | 70.05 |