Invesco unit investment shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.5M | 18k | 84.45 |
| 2024-03-31 | $1.7M | 20k | 87.74 |
| 2023-12-31 | $482k | 5.8k | 82.40 |
| 2023-09-30 | $409k | 5.8k | 70.10 |
| 2023-06-30 | $500k | 6.5k | 76.39 |
| 2023-03-31 | $458k | 6.5k | 69.96 |
| 2022-12-31 | $519k | 8.3k | 62.33 |
| 2022-09-30 | $477k | 8.3k | 57.37 |
| 2022-06-30 | $525k | 9.0k | 58.59 |
| 2022-03-31 | $789k | 10k | 75.95 |
| 2021-12-31 | $817k | 10k | 79.02 |
| 2021-09-30 | $705k | 9.6k | 73.25 |
| 2021-06-30 | $719k | 9.5k | 75.55 |
| 2021-03-31 | $522k | 7.5k | 69.41 |
More positions owned by H D Vest Advisory Services
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