Invesco unit investment shares owned by IHT Wealth Management
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $349k | 3.2k | 109.80 |
| 2025-06-30 | $330k | 3.4k | 97.53 |
| 2025-03-31 | $285k | 3.6k | 78.26 |
| 2024-12-31 | $379k | 4.3k | 88.66 |
| 2024-09-30 | $781k | 8.8k | 88.56 |
| 2024-06-30 | $416k | 4.9k | 84.45 |
| 2024-03-31 | $502k | 5.7k | 87.74 |
| 2023-12-31 | $505k | 6.1k | 82.40 |
| 2023-09-30 | $1.4M | 20k | 70.10 |
| 2023-06-30 | $1.6M | 21k | 76.39 |
| 2023-03-31 | $1.6M | 22k | 69.96 |
| 2022-12-31 | $1.4M | 22k | 62.33 |
| 2022-09-30 | $1.0M | 18k | 57.36 |