Invesco unit investment shares owned by IFP Advisors
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $108k | 985 | 109.80 |
| 2025-06-30 | $96k | 985 | 97.53 |
| 2025-03-31 | $77k | 985 | 78.26 |
| 2024-12-31 | $90k | 1.0k | 88.65 |
| 2024-09-30 | $90k | 1.0k | 89.22 |
| 2024-06-30 | $2.4k | 28 | 84.43 |
| 2024-03-31 | $44k | 496 | 87.74 |
| 2023-12-31 | $570k | 6.9k | 82.40 |
| 2023-09-30 | $974k | 14k | 70.10 |
| 2023-06-30 | $365k | 8.2k | 44.73 |
| 2023-03-31 | $381k | 8.5k | 44.73 |
| 2022-12-31 | $244k | 4.7k | 51.91 |
| 2022-09-30 | $662k | 14k | 47.64 |
| 2022-06-30 | $740k | 16k | 46.40 |
| 2022-03-31 | $1.1M | 24k | 45.24 |
| 2021-12-31 | $1.9M | 23k | 79.19 |
| 2021-09-30 | $1.4M | 19k | 72.97 |
| 2021-06-30 | $1.3M | 18k | 75.85 |
| 2021-03-31 | $1.5M | 22k | 69.77 |
| 2020-12-31 | $466k | 8.2k | 56.72 |
| 2020-09-30 | $0 | 0 | 0.00 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $0 | 0 | 0.00 |
| 2019-12-31 | $0 | 0 | 0.00 |
| 2019-09-30 | $0 | 0 | 0.00 |