Invesco unit investment shares owned by Retirement Group
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement Group investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Retirement Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $16k | 184 | 87.74 |
| 2023-12-31 | $15k | 184 | 82.40 |
| 2023-09-30 | $13k | 184 | 70.10 |
| 2023-06-30 | $14k | 184 | 76.39 |
| 2023-03-31 | $13k | 184 | 70.65 |
| 2022-12-31 | $11k | 184 | 59.78 |
| 2022-06-30 | $11k | 184 | 59.78 |
| 2022-03-31 | $14k | 184 | 76.09 |
| 2021-12-31 | $15k | 184 | 81.52 |
| 2021-09-30 | $13k | 184 | 70.65 |
| 2021-06-30 | $14k | 184 | 76.09 |
| 2021-03-31 | $13k | 184 | 70.65 |
| 2020-12-31 | $10k | 184 | 54.35 |
| 2020-09-30 | $4.0k | 119 | 33.61 |
| 2020-06-30 | $7.0k | 184 | 38.04 |
| 2019-12-31 | $9.0k | 184 | 48.91 |