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Invesco unit investment shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.2M 35k 121.15
2023-06-30 $1.1M 14k 76.39

More positions owned by Fortis Group Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Silver Tr Ishares (SLV)
Alps Etf Tr Alerian Mlp (AMLP)

View all positions for Fortis Group Advisors

Top funds holding Invesco unit investment

Goldman Sachs Group
Wells Fargo & Company
LPL Financial
Axiom Financial Strategies
PFG Advisors
Bnp Paribas Arbitrage, Snc
Royal Bank of Canada
Citadel Advisors
Bank Hapoalim Bm
UBS Group
Raymond James Financial
Jpmorgan Chase & Co
Susquehanna International
Gts Securities
Fortis Group Advisors

View all funds holding Invesco unit investment