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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
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

More positions owned by Secure Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amazon (AMZN)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Etfis Ser Tr I Virtus Infrcap (PFFA)
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)

View all positions for Secure Asset Management

Top funds holding Invesco unit investment

Wells Fargo & Company
Morgan Stanley
Raymond James & Associates
Raymond James Financial
Bnp Paribas Arbitrage, Snc
LPL Financial
Q3 Asset Management
Royal Bank of Canada
Goldman Sachs Group
Bank of America Corporation
Jane Street
Jpmorgan Chase & Co
Hilltop Holdings
Ameriprise Financial
H D Vest Advisory Services

View all funds holding Invesco unit investment