Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Capital Investment Advisors »

Invesco unit investment shares owned by Capital Investment Advisors

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Capital Investment Advisors from 13F filings

Historical chart of Capital Investment Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Invesco unit investment by Capital Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$211k	1.4k	155.59

More positions owned by Capital Investment Advisors

Ishares Tr Core Div Grwth (DGRO)

Ishares Tr Msci Intl Qualty (IQLT)

First Tr Exchange Traded Smid Risng Etf (SDVY)

First Tr Exchange-traded No Amer Energy (EMLP)

Select Sector Spdr Tr St Str Techn Etf (XLK)

Alphabet Cap Stk Cl A (GOOGL)

Ishares Tr Core S&p500 Etf (IVV)

Vaneck Etf Trust Fallen Angel Hg (ANGL)

Johnson & Johnson (JNJ)

Ishares Tr Ibds Dec28 Etf (IBDT)

Home Depot (HD)

Vaneck Etf Trust Clo Etf (CLOI)

Ishares Tr Ibonds Dec 29 (IBDU)

Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Capital Investment Advisors

Top funds holding Invesco unit investment

Goldman Sachs Group

Cambridge Investment Research Advisors

Proficio Capital Partners

Wells Fargo & Company

Axiom Financial Strategies

Bank of America Corporation

Goss Wealth Management

TRUE Private Wealth Advisors

Citadel Advisors

Jones Financial Companies, L.L

Raymond James Financial

View all funds holding Invesco unit investment

© 2026 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z