Invesco unit investment shares owned by Gradient Investments
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $385k | 4.4k | 87.74 |
| 2023-12-31 | $388k | 4.7k | 82.40 |
| 2023-09-30 | $344k | 4.9k | 70.10 |
| 2023-06-30 | $387k | 5.1k | 76.39 |
| 2023-03-31 | $355k | 5.1k | 69.96 |
| 2022-12-31 | $327k | 5.2k | 62.33 |
| 2022-09-30 | $359k | 6.2k | 57.46 |
| 2022-06-30 | $823k | 14k | 58.61 |
| 2022-03-31 | $1.1M | 14k | 75.96 |
| 2021-12-31 | $1.4M | 18k | 79.04 |
| 2021-09-30 | $1.5M | 21k | 73.12 |
| 2021-06-30 | $490M | 6.5M | 75.57 |
| 2021-03-31 | $432M | 6.2M | 69.53 |
| 2020-12-31 | $24k | 585 | 41.03 |
| 2020-09-30 | $24k | 585 | 41.03 |
| 2020-06-30 | $23k | 585 | 39.32 |
| 2020-03-31 | $17k | 585 | 29.06 |
| 2019-12-31 | $27k | 585 | 46.15 |
| 2019-09-30 | $24k | 585 | 41.03 |
| 2019-06-30 | $25k | 585 | 42.74 |
| 2018-12-31 | $21k | 585 | 35.90 |
| 2018-09-30 | $26k | 585 | 44.44 |
| 2018-06-30 | $25k | 585 | 42.74 |