Invesco unit investment shares owned by Capital Advisors
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17k | 187 | 90.91 |
| 2024-06-30 | $848k | 10k | 84.42 |
| 2024-03-31 | $881k | 10k | 87.71 |
| 2023-12-31 | $828k | 10k | 82.43 |
| 2023-09-30 | $704k | 10k | 70.08 |
| 2023-06-30 | $767k | 10k | 76.36 |
| 2023-03-31 | $703k | 10k | 69.99 |
| 2022-12-31 | $626k | 10k | 62.32 |
| 2022-09-30 | $621k | 11k | 57.37 |
| 2022-06-30 | $634k | 11k | 58.57 |
| 2022-03-31 | $822k | 11k | 75.94 |
| 2021-12-31 | $855k | 11k | 78.99 |
| 2021-09-30 | $791k | 11k | 73.08 |
| 2021-06-30 | $818k | 11k | 75.57 |
| 2021-03-31 | $698k | 10k | 69.49 |
| 2020-12-31 | $560k | 9.9k | 56.81 |
| 2020-09-30 | $410k | 9.9k | 41.59 |
| 2020-06-30 | $394k | 9.9k | 39.97 |
| 2020-03-31 | $288k | 9.9k | 29.21 |