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Invesco unit investment shares owned by Change Path

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Invesco unit investment

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All positions including Invesco unit investment held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Change Path

Quarter filed Position value Share count Share price at filing
2025-12-31 $647k 5.5k 116.97
2021-12-31 $252k 3.2k 79.02

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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View all positions for Change Path

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