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Invesco unit investment shares owned by Buckingham Strategic Partners

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Buckingham Strategic Partners from 13F filings

Historical chart of Buckingham Strategic Partners investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Buckingham Strategic Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 21k 116.97
2025-09-30 $3.3M 29k 114.31
2025-06-30 $311k 3.2k 97.53

More positions owned by Buckingham Strategic Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Ea Bridgeway Omn (BSVO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Buckingham Strategic Partners

Top funds holding Invesco unit investment

Goldman Sachs Group
Wells Fargo & Company
LPL Financial
Ameriprise Financial
Axiom Financial Strategies
PFG Advisors
Bnp Paribas Arbitrage, Snc
Royal Bank of Canada
Citadel Advisors
Bank Hapoalim Bm
UBS Group
Raymond James Financial
Jpmorgan Chase & Co
Susquehanna International
Fortis Group Advisors

View all funds holding Invesco unit investment