Invesco unit investment shares owned by MGB Wealth Management
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by MGB Wealth Management
from 13F filings
Historical chart of MGB Wealth Management investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by MGB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $302k | 2.7k | 109.81 |
| 2025-06-30 | $283k | 2.9k | 97.55 |
| 2025-03-31 | $227k | 2.9k | 78.27 |
| 2024-12-31 | $257k | 2.9k | 88.64 |
| 2024-09-30 | $259k | 2.9k | 89.25 |
| 2024-06-30 | $257k | 2.9k | 88.44 |
| 2024-03-31 | $224k | 2.6k | 87.73 |
| 2023-12-31 | $179k | 2.2k | 82.41 |