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Invesco unit investment shares owned by Resources Investment Advisors

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

Historical chart of Resources Investment Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Resources Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $649k 4.2k 155.60

More positions owned by Resources Investment Advisors

Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Apple Put Option (AAPL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Resources Investment Advisors

Top funds holding Invesco unit investment

Goldman Sachs Group
LPL Financial
Cambridge Investment Research Advisors
Proficio Capital Partners
Morgan Stanley
Wells Fargo & Company
Axiom Financial Strategies
Bank of America Corporation
Goss Wealth Management
TRUE Private Wealth Advisors
Citadel Advisors
Jump Financial
Jones Financial Companies, L.L
UBS Group
Raymond James Financial

View all funds holding Invesco unit investment