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Invesco unit investment shares owned by Goldstone Financial Group

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

Historical chart of Goldstone Financial Group investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $474k 3.0k 155.61

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Us Gwt (IUSG)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Global Equity (GLOF)
Vanguard Index Fds Mid Cap Etf (VO)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
Spdr Index Shs Fds St Str Msci Glb (SPGM)
Ishares Tr Global 100 Etf (IOO)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Goldstone Financial Group

Top funds holding Invesco unit investment

Goldman Sachs Group
LPL Financial
Cambridge Investment Research Advisors
Proficio Capital Partners
Morgan Stanley
Wells Fargo & Company
Axiom Financial Strategies
Bank of America Corporation
Goss Wealth Management
TRUE Private Wealth Advisors
Citadel Advisors
Jump Financial
Jones Financial Companies, L.L
UBS Group
Raymond James Financial

View all funds holding Invesco unit investment