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Invesco unit investment shares owned by Sunbelt Securities

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Sunbelt Securities from 13F filings

Historical chart of Sunbelt Securities investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9k 54 109.80
2025-03-31 $4.2k 54 78.26
2024-06-30 $22k 264 84.31
2019-12-31 $23k 2.0k 11.66

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Exxon Mobil Corp Stock (XOM)
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Invesco Qqq Trust Series I Etf (QQQ)
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View all positions for Sunbelt Securities

Top funds holding Invesco unit investment

Goldman Sachs Group
Cambridge Investment Research Advisors
Wells Fargo & Company
Morgan Stanley
LPL Financial
Bnp Paribas Arbitrage, Snc
Axiom Financial Strategies
Royal Bank of Canada
Citadel Advisors
PFG Advisors
Bank Hapoalim Bm
Raymond James Financial
Hilltop Holdings
Jpmorgan Chase & Co
UBS Group

View all funds holding Invesco unit investment