Invesco unit investment shares owned by Secure Asset Management
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Secure Asset Management
from 13F filings
Historical chart of Secure Asset Management investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Secure Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by Secure Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 2.8k | 111.30 |
| 2025-06-30 | $277k | 2.8k | 97.53 |
| 2025-03-31 | $223k | 2.8k | 78.26 |
| 2024-12-31 | $513k | 5.8k | 88.65 |
| 2024-09-30 | $256k | 2.9k | 89.22 |
| 2024-06-30 | $245k | 2.9k | 84.45 |
| 2024-03-31 | $275k | 3.1k | 87.73 |