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
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Stratos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Invesco unit investment by Stratos Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |