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Invesco unit investment shares owned by Savvy Advisors

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

Historical chart of Savvy Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Savvy Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $469k 4.0k 115.95

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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