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Invesco unit investment shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $507k 4.6k 109.80
2024-12-31 $424k 4.8k 88.64
2024-09-30 $433k 4.9k 89.21
2024-06-30 $1.9M 22k 84.45
2024-03-31 $402k 4.6k 87.75

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Invesco unit investment

Goldman Sachs Group
Cambridge Investment Research Advisors
Wells Fargo & Company
Morgan Stanley
LPL Financial
Bnp Paribas Arbitrage, Snc
Axiom Financial Strategies
Royal Bank of Canada
Citadel Advisors
PFG Advisors
Bank Hapoalim Bm
Raymond James Financial
Hilltop Holdings
Jpmorgan Chase & Co
UBS Group

View all funds holding Invesco unit investment