Invesco unit investment shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth Advisors investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $626k | 5.7k | 109.81 |
| 2025-06-30 | $569k | 5.8k | 97.55 |
| 2025-03-31 | $440k | 5.6k | 78.27 |
| 2024-12-31 | $518k | 5.8k | 88.66 |
| 2024-09-30 | $501k | 5.6k | 89.23 |
| 2024-06-30 | $490k | 5.8k | 84.46 |
| 2024-03-31 | $480k | 5.5k | 87.74 |
| 2023-12-31 | $450k | 5.5k | 82.41 |
| 2023-09-30 | $383k | 5.5k | 70.10 |
| 2023-06-30 | $382k | 5.0k | 76.40 |
| 2023-03-31 | $233k | 3.3k | 69.97 |
| 2022-12-31 | $265k | 4.3k | 62.33 |
| 2022-09-30 | $276k | 4.8k | 57.50 |
| 2022-06-30 | $239k | 4.1k | 58.72 |
| 2022-03-31 | $426k | 5.6k | 75.98 |
| 2021-12-31 | $567k | 7.2k | 78.97 |
| 2021-09-30 | $557k | 7.6k | 73.15 |
| 2021-06-30 | $423k | 5.6k | 75.59 |
| 2021-03-31 | $3.5M | 50k | 69.52 |
| 2020-12-31 | $253k | 4.5k | 56.75 |