Mercer Global Advisors »

Invesco unit investment shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco unit investment by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $250k 2.1k 117.45
2021-12-31 $251k 3.2k 78.93
2021-09-30 $232k 3.2k 72.96

More positions owned by Mercer Global Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Mercer Global Advisors

Top funds holding Invesco unit investment

Goldman Sachs Group
Wells Fargo & Company
LPL Financial
Ameriprise Financial
Axiom Financial Strategies
PFG Advisors
Bnp Paribas Arbitrage, Snc
Royal Bank of Canada
Citadel Advisors
Bank Hapoalim Bm
UBS Group
Raymond James Financial
Jpmorgan Chase & Co
Susquehanna International
Fortis Group Advisors

View all funds holding Invesco unit investment