Invesco unit investment shares owned by Delos Wealth Advisors
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Delos Wealth Advisors
from 13F filings
Historical chart of Delos Wealth Advisors investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Delos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $43k | 388 | 109.80 |
| 2025-06-30 | $38k | 388 | 97.53 |
| 2024-12-31 | $34k | 388 | 88.65 |
| 2024-09-30 | $35k | 388 | 89.22 |
| 2024-06-30 | $51k | 598 | 84.45 |
| 2024-03-31 | $53k | 598 | 87.74 |
| 2023-12-31 | $52k | 627 | 82.40 |
| 2023-09-30 | $48k | 627 | 76.03 |
| 2023-06-30 | $53k | 750 | 69.96 |
| 2023-03-31 | $53k | 750 | 69.96 |
| 2022-12-31 | $241k | 3.9k | 62.33 |
| 2022-09-30 | $256k | 4.5k | 57.39 |
| 2022-06-30 | $616k | 11k | 58.62 |
| 2022-03-31 | $2.3M | 31k | 75.95 |
| 2021-12-31 | $3.1M | 39k | 79.03 |
| 2021-09-30 | $2.8M | 38k | 73.11 |
| 2021-06-30 | $2.3M | 31k | 75.55 |