Invesco unit investment shares owned by Proficio Capital Partners
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Proficio Capital Partners
from 13F filings
Historical chart of Proficio Capital Partners investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Proficio Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by Proficio Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.5M | 74k | 115.95 |
| 2024-06-30 | $761k | 9.0k | 84.45 |
| 2024-03-31 | $1.0M | 12k | 87.74 |
| 2023-09-30 | $1.8M | 25k | 70.10 |
| 2023-06-30 | $2.6M | 34k | 76.39 |
| 2023-03-31 | $408k | 5.8k | 69.96 |
| 2021-12-31 | $329k | 4.2k | 78.99 |
| 2021-09-30 | $304k | 4.2k | 72.99 |
| 2021-06-30 | $543k | 7.2k | 75.56 |
| 2021-03-31 | $1.6M | 23k | 69.52 |