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Invesco unit investment shares owned by Savant Capital Management

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Savant Capital Management from 13F filings

Historical chart of Savant Capital Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Savant Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Savant Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $357k 2.4k 148.99

More positions owned by Savant Capital Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Savant Capital Management

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