Invesco unit investment shares owned by Legacy Financial Strategies
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Legacy Financial Strategies
from 13F filings
Historical chart of Legacy Financial Strategies investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Legacy Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $604k | 5.5k | 109.80 |
| 2025-06-30 | $536k | 5.5k | 97.53 |
| 2025-03-31 | $430k | 5.5k | 78.26 |
| 2024-12-31 | $753k | 8.5k | 88.63 |
| 2024-09-30 | $758k | 8.5k | 89.22 |
| 2024-06-30 | $815k | 9.6k | 85.25 |
| 2024-03-31 | $922k | 11k | 87.74 |
| 2023-12-31 | $866k | 11k | 82.40 |
| 2023-09-30 | $683k | 10k | 67.69 |
| 2023-06-30 | $541k | 7.1k | 76.39 |
| 2023-03-31 | $496k | 7.1k | 69.96 |
| 2022-06-30 | $355k | 6.1k | 58.53 |
| 2022-03-31 | $461k | 6.1k | 76.01 |
| 2021-12-31 | $365k | 4.6k | 79.09 |
| 2021-09-30 | $292k | 4.0k | 73.09 |
| 2021-06-30 | $224k | 3.0k | 75.55 |
More positions owned by Legacy Financial Strategies
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