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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All positions including Invesco unit investment held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Invesco unit investment by Optimum Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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