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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

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by One Wealth Management Investment & Advisory Services consolidated in one spreadsheet with up to 7 years of data

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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
2023-12-31 $472k 5.7k 82.40

More positions owned by One Wealth Management Investment & Advisory Services

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Total Usd (IUSB)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Grwth Etf (EFG)
Meta Platforms Cl A (META)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for One Wealth Management Investment & Advisory Services

Top funds holding Invesco unit investment

Bank of America Corporation
Wells Fargo & Company
Cambridge Investment Research Advisors
Raymond James & Associates
Royal Bank of Canada
Sykon Capital
Fischer Investment Strategies
Jane Street
Hrt Financial
NTV Asset Management
Vestmark Advisory Solutions
Cumberland Partners
Bnp Paribas Arbitrage, Snc
Advisor Group Holdings
Deane Retirement Strategies

View all funds holding Invesco unit investment