Invesco unit investment shares owned by One Wealth Management Investment & Advisory Services
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by One Wealth Management Investment & Advisory Services
from 13F filings
Historical chart of One Wealth Management Investment & Advisory Services investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by One Wealth Management Investment & Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $460k | 4.2k | 109.80 |
| 2025-06-30 | $408k | 4.2k | 97.53 |
| 2025-03-31 | $329k | 4.2k | 78.26 |
| 2024-12-31 | $373k | 4.2k | 88.65 |
| 2024-09-30 | $377k | 4.2k | 89.22 |
| 2024-06-30 | $364k | 4.3k | 84.45 |
| 2024-03-31 | $378k | 4.3k | 87.74 |
| 2023-12-31 | $472k | 5.7k | 82.40 |
More positions owned by One Wealth Management Investment & Advisory Services
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