Invesco unit investment shares owned by New England Professional Planning
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by New England Professional Planning
from 13F filings
Historical chart of New England Professional Planning investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by New England Professional Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 3.6k | 109.79 |
| 2025-06-30 | $350k | 3.6k | 97.54 |
| 2025-03-31 | $457k | 5.8k | 78.26 |
| 2024-12-31 | $518k | 5.8k | 88.64 |
| 2024-09-30 | $520k | 5.8k | 89.22 |
| 2024-06-30 | $492k | 5.8k | 84.45 |
| 2024-03-31 | $511k | 5.8k | 87.75 |
| 2023-12-31 | $589k | 7.1k | 82.41 |
| 2023-09-30 | $501k | 7.1k | 70.10 |
| 2023-06-30 | $545k | 7.1k | 76.40 |
| 2023-03-31 | $480k | 7.1k | 67.39 |
| 2022-12-31 | $444k | 7.1k | 62.33 |
| 2022-09-30 | $409k | 7.1k | 57.49 |
| 2022-06-30 | $377k | 6.4k | 58.77 |
| 2022-03-31 | $487k | 6.4k | 75.93 |
| 2021-12-31 | $506k | 6.4k | 78.91 |
| 2021-09-30 | $356k | 4.5k | 78.76 |
| 2021-06-30 | $312k | 4.1k | 75.73 |
| 2021-03-31 | $220k | 2.9k | 74.80 |
More positions owned by New England Professional Planning
View all positions for New England Professional Planning