Invesco unit investment shares owned by Clear Perspective Advisors
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Clear Perspective Advisors
from 13F filings
Historical chart of Clear Perspective Advisors investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Clear Perspective Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $3.2M | 41k | 79.01 |
| 2021-09-30 | $10M | 138k | 73.10 |
| 2021-06-30 | $11M | 141k | 75.57 |
| 2021-03-31 | $10M | 146k | 69.53 |
| 2020-12-31 | $4.3M | 75k | 56.77 |
More positions owned by Clear Perspective Advisors
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