Invesco unit investment shares owned by Summit Financial
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 13k | 87.74 |
| 2023-12-31 | $1.1M | 14k | 82.40 |
| 2023-09-30 | $1.1M | 15k | 70.10 |
| 2023-06-30 | $1.4M | 18k | 76.39 |
| 2023-03-31 | $1.3M | 18k | 69.96 |
| 2022-12-31 | $1.2M | 19k | 62.35 |
| 2022-09-30 | $1.1M | 19k | 57.37 |
| 2022-06-30 | $1.1M | 19k | 58.59 |
| 2022-03-31 | $1.4M | 19k | 75.99 |
| 2021-12-31 | $1.2M | 15k | 79.04 |
| 2021-09-30 | $1.1M | 15k | 73.08 |
| 2021-06-30 | $1.1M | 15k | 75.54 |
| 2021-03-31 | $710k | 10k | 69.56 |
| 2020-12-31 | $348k | 6.1k | 56.88 |