Invesco unit investment shares owned by Stifel Financial
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $293k | 2.7k | 109.78 |
| 2025-06-30 | $1.3M | 13k | 97.53 |
| 2025-03-31 | $1.5M | 19k | 78.26 |
| 2021-12-31 | $3.4M | 44k | 79.02 |
| 2021-09-30 | $3.3M | 46k | 73.10 |
| 2021-06-30 | $3.2M | 42k | 75.57 |
| 2021-03-31 | $2.9M | 41k | 69.52 |
| 2020-12-31 | $1.8M | 31k | 56.78 |