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Invesco unit investment shares owned by Coppell Advisory Solutions

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Coppell Advisory Solutions from 13F filings

Historical chart of Coppell Advisory Solutions investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Coppell Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $55k 612 89.57
2024-06-30 $52k 612 84.45
2023-12-31 $50k 612 82.40
2023-06-30 $75k 997 75.39
2020-12-31 $1.5M 27k 56.76

More positions owned by Coppell Advisory Solutions

First Tr Exchange Traded Fd Vi Tcw Opportunis Etf Fixd (FIXD)
First Tr Exchange Traded Fd Iv First Tr Enh New Etf FTSM (FTSM)
Tesla Tsla (TSLA)
Kingsmen Resources Ord KNG (KNG)
Walmart WMT (WMT)
Oracle Corp Orcl (ORCL)
Unitedhealth Group Unh (UNH)
Spdr Series Trust Spdr Bloomberg Etf Bil (BIL)
First Tr Exchange Traded Fd Vi Ft Cboe Vest U S Eq Bufer S Bufr (BUFR)
SPDR S&P 500 ETF Trust Spy (SPY)
Etf Series Solutions Aam Lw Dur Pfd Etf PFLD (PFLD)
Ft Cboe Vest Fund Of Deep Buffer Etf Bufd (BUFD)
First Tst Value Li Shs Etf FVD (FVD)
Microsoft Corp MSFT (MSFT)
Apple Aapl (AAPL)

View all positions for Coppell Advisory Solutions

Top funds holding Invesco unit investment

Wells Fargo & Company
Morgan Stanley
Raymond James & Associates
Raymond James Financial
Bnp Paribas Arbitrage, Snc
LPL Financial
Q3 Asset Management
Royal Bank of Canada
Goldman Sachs Group
Bank of America Corporation
Jane Street
Jpmorgan Chase & Co
Hilltop Holdings
Ameriprise Financial
H D Vest Advisory Services

View all funds holding Invesco unit investment