Invesco unit investment shares owned by Goss Wealth Management
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss Wealth Management investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.1k | 52 | 116.96 |
| 2025-09-30 | $5.7k | 52 | 109.81 |
| 2025-06-30 | $11k | 115 | 97.53 |
| 2025-03-31 | $9.0k | 115 | 78.26 |
| 2024-12-31 | $817k | 9.2k | 88.65 |
| 2024-09-30 | $930k | 10k | 89.22 |
| 2024-06-30 | $647k | 7.7k | 84.46 |
| 2024-03-31 | $694k | 7.9k | 87.74 |
| 2023-09-30 | $1.2M | 17k | 70.10 |
| 2023-06-30 | $1.4M | 19k | 76.39 |
| 2023-03-31 | $1.7M | 25k | 69.96 |
| 2022-12-31 | $50k | 39k | 1.27 |
| 2022-09-30 | $3.2M | 55k | 57.40 |
| 2022-06-30 | $3.5M | 60k | 58.61 |
| 2022-03-31 | $4.5M | 60k | 75.97 |
| 2021-12-31 | $4.7M | 60k | 79.03 |
| 2021-09-30 | $2.1M | 29k | 73.09 |
| 2021-06-30 | $1.3M | 17k | 75.58 |
| 2021-03-31 | $1.6M | 24k | 69.55 |
| 2020-12-31 | $1.4M | 24k | 56.77 |