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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

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.7M 17k 155.59

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Summit Financial

Top funds holding Invesco unit investment

Goldman Sachs Group
LPL Financial
Cambridge Investment Research Advisors
Proficio Capital Partners
Morgan Stanley
Wells Fargo & Company
Axiom Financial Strategies
Bank of America Corporation
Goss Wealth Management
TRUE Private Wealth Advisors
Citadel Advisors
Jump Financial
Jones Financial Companies, L.L
UBS Group
Raymond James Financial

View all funds holding Invesco unit investment