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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

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Fingerlakes Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $306k 3.5k 87.74
2023-12-31 $287k 3.5k 82.40

More positions owned by Fingerlakes Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Fingerlakes Wealth Management

Top funds holding Invesco unit investment

Bank of America Corporation
Wells Fargo & Company
Cambridge Investment Research Advisors
Raymond James & Associates
Royal Bank of Canada
Sykon Capital
Fischer Investment Strategies
Jane Street
Hrt Financial
NTV Asset Management
Vestmark Advisory Solutions
Cumberland Partners
Bnp Paribas Arbitrage, Snc
Advisor Group Holdings
Deane Retirement Strategies

View all funds holding Invesco unit investment