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Invesco unit investment shares owned by Seros Financial

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

Historical chart of Seros Financial investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Seros Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 9.2k 109.80
2025-06-30 $899k 9.2k 97.53
2025-03-31 $722k 9.2k 78.26
2024-12-31 $870k 10k 84.45

More positions owned by Seros Financial

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Global X Fds Adaptive Us (AUSF)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Dbx Etf Tr Xtrackers Shrt (SHYL)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Seros Financial

Top funds holding Invesco unit investment

Goldman Sachs Group
Cambridge Investment Research Advisors
Wells Fargo & Company
Morgan Stanley
LPL Financial
Bnp Paribas Arbitrage, Snc
Axiom Financial Strategies
Royal Bank of Canada
Citadel Advisors
PFG Advisors
Bank Hapoalim Bm
Raymond James Financial
Hilltop Holdings
Jpmorgan Chase & Co
UBS Group

View all funds holding Invesco unit investment