Invesco unit investment shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Invesco unit investment by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $137k | 1.2k | 115.96 |
| 2025-12-31 | $142k | 1.2k | 116.96 |
| 2025-09-30 | $133k | 1.2k | 109.79 |
| 2025-06-30 | $118k | 1.2k | 97.67 |
| 2025-03-31 | $93k | 1.2k | 78.71 |
| 2024-12-31 | $139k | 1.6k | 88.65 |