Invesco unit investment shares owned by Brian McDonald
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in Invesco unit investment
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All positions including Invesco unit investment held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $532k | 4.8k | 109.79 |
| 2025-06-30 | $473k | 4.8k | 97.52 |
| 2025-03-31 | $435k | 5.6k | 78.25 |
| 2024-12-31 | $623k | 7.0k | 88.66 |
| 2024-09-30 | $627k | 7.0k | 89.23 |
| 2024-06-30 | $670k | 7.9k | 84.45 |
| 2024-03-31 | $240k | 2.7k | 87.74 |
| 2023-09-30 | $612k | 8.7k | 70.10 |