Invesco unit investment shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $74k | 630 | 116.97 |
| 2019-12-31 | $32k | 726 | 44.08 |
| 2019-09-30 | $30k | 726 | 41.32 |
| 2019-06-30 | $49k | 1.5k | 33.33 |
| 2019-03-31 | $60k | 1.5k | 41.32 |
More positions owned by Coastal Investment Advisors
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