Invesco unit investment shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Stratos Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $344k | 3.9k | 89.22 |
| 2024-06-30 | $696k | 8.2k | 84.45 |
| 2024-03-31 | $718k | 8.2k | 87.74 |
| 2023-12-31 | $222k | 2.7k | 82.40 |
| 2023-09-30 | $200k | 2.9k | 70.10 |
| 2023-06-30 | $237k | 3.1k | 76.39 |
| 2023-03-31 | $314k | 4.5k | 69.96 |
| 2022-12-31 | $316k | 5.1k | 62.33 |
| 2022-09-30 | $921k | 16k | 57.41 |
| 2022-06-30 | $1.1M | 18k | 58.61 |
| 2022-03-31 | $2.9M | 38k | 75.97 |
| 2021-12-31 | $3.0M | 38k | 79.01 |