Invesco unit investment shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco unit investment by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $270k | 2.3k | 116.95 |
More positions owned by Concurrent Investment Advisors
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