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Invesco unit investment shares owned by BNB Wealth Management

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

Historical chart of BNB Wealth Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by BNB Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.8M 42k 115.95

More positions owned by BNB Wealth Management

Capital Group Global Growth Shs Creation Unit Shs Creation Uni (CGGO)
Capital Group Fxd Income Etf U S Multi-sector Income Etf Us Multi-sector (CGMS)
Pacer Fds Tr Us Large Cap Cash Cows Us Lrg Cp Cash (COWG)
Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Invesco S&p 500 Momentum Etf S&p 500 Momntm (SPMO)
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)
Invesco S&p 500 High Beta Etf S&p 500 Hb Etf (SPHB)
Capital Group International Core Equity Etf SHS (CGIC)
Pacer Global Cash Cows Dividend Etf Globl Cash Etf (GCOW)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Capital Group Us Small And Mid Cap Etf Us Small And Mid (CGMM)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)

View all positions for BNB Wealth Management

Top funds holding Invesco unit investment

Goldman Sachs Group
LPL Financial
Axiom Financial Strategies
Ameriprise Financial
Wells Fargo & Company
UBS Group
Citadel Advisors
Proficio Capital Partners
Raymond James Financial
Bnp Paribas Arbitrage, Snc
Susquehanna International
Fortis Group Advisors
BNB Wealth Management
Csenge Advisory Group
PFG Advisors

View all funds holding Invesco unit investment