Invesco unit investment shares owned by Creative Planning
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Invesco unit investment
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All positions including Invesco unit investment held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.5M | 43k | 82.40 |
| 2023-09-30 | $2.1M | 29k | 70.10 |
| 2023-06-30 | $921k | 12k | 76.39 |
| 2023-03-31 | $699k | 10k | 69.96 |
| 2022-12-31 | $496k | 8.0k | 62.33 |
| 2021-03-31 | $899k | 13k | 69.53 |