Invesco unit investment shares owned by Plotkin Financial Advisors
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Plotkin Financial Advisors
from 13F filings
Historical chart of Plotkin Financial Advisors investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Plotkin Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $511k | 4.7k | 109.80 |
| 2025-06-30 | $454k | 4.7k | 97.53 |
| 2025-03-31 | $377k | 4.8k | 78.26 |
| 2024-12-31 | $427k | 4.8k | 88.65 |
| 2024-09-30 | $454k | 5.1k | 89.22 |
| 2024-06-30 | $447k | 5.3k | 84.45 |
| 2024-03-31 | $464k | 5.3k | 87.74 |
| 2023-12-31 | $436k | 5.3k | 82.40 |
| 2023-09-30 | $371k | 5.3k | 70.10 |
| 2023-06-30 | $404k | 5.3k | 76.39 |
| 2023-03-31 | $391k | 5.6k | 69.96 |
| 2022-12-31 | $376k | 6.0k | 62.33 |
| 2022-09-30 | $367k | 6.4k | 57.39 |
| 2022-06-30 | $375k | 6.4k | 58.61 |
| 2022-03-31 | $486k | 6.4k | 75.96 |
| 2021-12-31 | $570k | 7.2k | 79.02 |
| 2021-09-30 | $637k | 8.7k | 73.10 |
| 2021-06-30 | $669k | 8.9k | 75.57 |
| 2021-03-31 | $642k | 9.2k | 69.53 |
More positions owned by Plotkin Financial Advisors
View all positions for Plotkin Financial Advisors