Invesco unit investment shares owned by Quadcap Wealth Management
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Quadcap Wealth Management
from 13F filings
Historical chart of Quadcap Wealth Management investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Quadcap Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $535k | 4.9k | 109.80 |
| 2025-06-30 | $547k | 5.6k | 97.53 |
| 2025-03-31 | $439k | 5.6k | 78.26 |
| 2024-12-31 | $497k | 5.6k | 88.65 |
| 2024-09-30 | $509k | 5.7k | 89.22 |
| 2024-03-31 | $424k | 4.8k | 87.74 |
| 2023-12-31 | $404k | 4.9k | 82.40 |