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Invesco unit investment shares owned by Reicon Wealth Advisors

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Reicon Wealth Advisors from 13F filings

Historical chart of Reicon Wealth Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Reicon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Reicon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $434k 3.7k 116.97

More positions owned by Reicon Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Smid Risng Etf (SDVY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Reicon Wealth Advisors

Top funds holding Invesco unit investment

Goldman Sachs Group
Cambridge Investment Research Advisors
Wells Fargo & Company
LPL Financial
Bnp Paribas Arbitrage, Snc
Axiom Financial Strategies
PFG Advisors
Royal Bank of Canada
Citadel Advisors
Bank Hapoalim Bm
UBS Group
Raymond James Financial
Hilltop Holdings
Jpmorgan Chase & Co
Gts Securities

View all funds holding Invesco unit investment