Invesco unit investment shares owned by Guardian Wealth Management
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Guardian Wealth Management
from 13F filings
Historical chart of Guardian Wealth Management investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Guardian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $68k | 872 | 78.33 |
| 2024-12-31 | $78k | 876 | 88.66 |
| 2024-09-30 | $78k | 875 | 89.22 |
| 2024-06-30 | $74k | 873 | 84.50 |
| 2024-03-31 | $77k | 872 | 87.71 |
More positions owned by Guardian Wealth Management
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