Invesco unit investment shares owned by Fingerlakes Wealth Management
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Fingerlakes Wealth Management
from 13F filings
Historical chart of Fingerlakes Wealth Management investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Fingerlakes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $391k | 3.6k | 109.80 |
| 2025-06-30 | $347k | 3.6k | 97.53 |
| 2025-03-31 | $273k | 3.5k | 78.26 |
| 2024-12-31 | $309k | 3.5k | 88.65 |
| 2024-09-30 | $311k | 3.5k | 89.22 |
| 2024-03-31 | $306k | 3.5k | 87.74 |
| 2023-12-31 | $287k | 3.5k | 82.40 |
More positions owned by Fingerlakes Wealth Management
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