Invesco unit investment shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8k | 53 | 109.79 |
| 2025-06-30 | $5.2k | 53 | 97.53 |
| 2025-03-31 | $4.1k | 53 | 78.26 |
| 2024-12-31 | $4.7k | 53 | 88.64 |
| 2024-09-30 | $4.7k | 53 | 89.23 |
| 2024-06-30 | $4.5k | 53 | 84.45 |
| 2024-03-31 | $9.7k | 111 | 87.74 |
| 2023-12-31 | $9.1k | 111 | 82.40 |
| 2023-09-30 | $9.7k | 138 | 70.10 |
| 2023-06-30 | $11k | 138 | 76.39 |
| 2023-03-31 | $11k | 162 | 69.96 |
| 2022-12-31 | $12k | 194 | 62.33 |
| 2022-09-30 | $20k | 350 | 57.14 |
| 2022-06-30 | $21k | 350 | 60.00 |
| 2022-03-31 | $60k | 787 | 76.24 |
| 2021-12-31 | $301k | 3.8k | 78.98 |
| 2021-09-30 | $279k | 3.8k | 73.19 |
| 2021-06-30 | $296k | 3.9k | 75.61 |
| 2021-03-31 | $360k | 5.2k | 69.48 |
| 2020-03-31 | $29k | 1.0k | 29.00 |
| 2019-12-31 | $47k | 1.0k | 47.00 |
| 2019-09-30 | $41k | 1.0k | 41.00 |
| 2019-06-30 | $43k | 1.0k | 43.00 |
| 2019-03-31 | $63k | 1.5k | 41.47 |
| 2018-12-31 | $54k | 1.5k | 35.55 |
| 2018-09-30 | $93k | 2.1k | 45.01 |
| 2018-06-30 | $89k | 2.1k | 43.10 |
More positions owned by Optimum Investment Advisors
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