Invesco unit investment shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $18k | 204 | 87.74 |
| 2023-12-31 | $6.6k | 80 | 82.40 |
| 2023-09-30 | $5.6k | 80 | 70.10 |
| 2023-06-30 | $16k | 204 | 76.39 |
| 2023-03-31 | $62k | 880 | 69.94 |
| 2022-12-31 | $124k | 2.0k | 62.33 |
| 2022-09-30 | $5.4M | 94k | 57.39 |
| 2022-06-30 | $5.6M | 96k | 58.61 |
| 2021-12-31 | $8.1M | 103k | 79.02 |