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Invesco unit investment shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 97 109.80
2025-06-30 $9.5k 97 97.54
2025-03-31 $7.6k 97 78.27
2024-12-31 $8.9k 97 91.33
2024-09-30 $8.8k 97 90.74

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

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