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Invesco unit investment shares owned by Gateway Wealth Partners

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

Historical chart of Gateway Wealth Partners investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 2.2k 109.80
2025-06-30 $215k 2.2k 97.53
2025-03-31 $1.2M 16k 78.26
2023-12-31 $465k 5.6k 82.40

More positions owned by Gateway Wealth Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Alps Etf Tr Alerian Mlp (AMLP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Fs Kkr Capital Corp (FSK)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Gateway Wealth Partners

Top funds holding Invesco unit investment

Goldman Sachs Group
Cambridge Investment Research Advisors
Wells Fargo & Company
Morgan Stanley
LPL Financial
Bnp Paribas Arbitrage, Snc
Axiom Financial Strategies
Royal Bank of Canada
Citadel Advisors
PFG Advisors
Bank Hapoalim Bm
Raymond James Financial
Hilltop Holdings
Jpmorgan Chase & Co
UBS Group

View all funds holding Invesco unit investment