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Invesco unit investment shares owned by RCS Financial Planning

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by RCS Financial Planning from 13F filings

Historical chart of RCS Financial Planning investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by RCS Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by RCS Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $361k 3.1k 115.95

More positions owned by RCS Financial Planning

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Crowdstrike Hldgs Cl A (CRWD)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for RCS Financial Planning

Top funds holding Invesco unit investment

Goldman Sachs Group
LPL Financial
Morgan Stanley
Axiom Financial Strategies
Goss Wealth Management
Wells Fargo & Company
Citadel Advisors
UBS Group
Bank of America Corporation
Proficio Capital Partners
Royal Bank of Canada
Raymond James Financial
Bnp Paribas Arbitrage, Snc
Susquehanna International
Fortis Group Advisors

View all funds holding Invesco unit investment