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Invesco unit investment shares owned by Financial Partners Group

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

Historical chart of Financial Partners Group investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Financial Partners Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $398k 3.4k 115.95

More positions owned by Financial Partners Group

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr S&p 100 Etf (OEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Us Vlu (IUSV)
Microsoft Corporation (MSFT)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Financial Partners Group

Top funds holding Invesco unit investment

Goldman Sachs Group
LPL Financial
Morgan Stanley
Axiom Financial Strategies
Goss Wealth Management
Wells Fargo & Company
Citadel Advisors
UBS Group
Bank of America Corporation
Proficio Capital Partners
Royal Bank of Canada
Raymond James Financial
Bnp Paribas Arbitrage, Snc
Susquehanna International
Fortis Group Advisors

View all funds holding Invesco unit investment