Invesco unit investment shares owned by Sowell Financial Services
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 8.9k | 116.97 |
| 2025-06-30 | $1.3M | 13k | 97.53 |
| 2021-03-31 | $227k | 3.0k | 74.62 |
| 2020-12-31 | $153k | 2.7k | 56.71 |
| 2019-12-31 | $654k | 14k | 46.67 |
| 2019-09-30 | $2.0k | 45 | 44.44 |