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

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Quarterly reported holdings in Invesco unit investment by Betterment

Quarter filed Position value Share count Share price at filing
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

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding Invesco unit investment

Bank of America Corporation
Wells Fargo & Company
Cambridge Investment Research Advisors
Raymond James & Associates
Royal Bank of Canada
Sykon Capital
Fischer Investment Strategies
Jane Street
Hrt Financial
NTV Asset Management
Vestmark Advisory Solutions
Cumberland Partners
Bnp Paribas Arbitrage, Snc
Advisor Group Holdings
Deane Retirement Strategies

View all funds holding Invesco unit investment