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Invesco unit investment shares owned by Commonwealth Financial Services

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Commonwealth Financial Services from 13F filings

Historical chart of Commonwealth Financial Services investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Commonwealth Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Commonwealth Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 16k 115.95
2025-06-30 $4.5M 46k 97.53
2023-09-30 $241k 3.4k 70.10

More positions owned by Commonwealth Financial Services

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Us Quan Momentum (QMOM)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ea Series Trust Freedom 100 Em (FRDM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Ibonds 27 Etf (IBDS)

View all positions for Commonwealth Financial Services

Top funds holding Invesco unit investment

Goldman Sachs Group
LPL Financial
Morgan Stanley
Axiom Financial Strategies
Goss Wealth Management
Wells Fargo & Company
Citadel Advisors
UBS Group
Bank of America Corporation
Proficio Capital Partners
Royal Bank of Canada
Raymond James Financial
Bnp Paribas Arbitrage, Snc
Susquehanna International
Fortis Group Advisors

View all funds holding Invesco unit investment