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Invesco unit investment shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $417k 2.7k 155.59

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust St Str P500etf (SPYM)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr U S Equity Factr (LRGF)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Microsoft Corporation (MSFT)
Spdr Series Trust ST STR PR SP1500 (SPTM)

View all positions for Modern Wealth Management

Top funds holding Invesco unit investment

Goldman Sachs Group
LPL Financial
Cambridge Investment Research Advisors
Proficio Capital Partners
Morgan Stanley
Wells Fargo & Company
Axiom Financial Strategies
Bank of America Corporation
Goss Wealth Management
TRUE Private Wealth Advisors
Citadel Advisors
Jump Financial
Jones Financial Companies, L.L
UBS Group
Raymond James Financial

View all funds holding Invesco unit investment