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Invesco unit investment shares owned by Cumberland Partners

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Cumberland Partners from 13F filings

Historical chart of Cumberland Partners investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Cumberland Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Cumberland Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 52k 81.97
2023-09-30 $2.1M 29k 70.10