Invesco unit investment shares owned by Milestone Group
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in Invesco unit investment
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All positions including Invesco unit investment held by Milestone Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco unit investment by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $22k | 245 | 87.74 |
| 2023-12-31 | $20k | 245 | 82.40 |
| 2023-09-30 | $17k | 245 | 70.10 |
| 2023-06-30 | $19k | 245 | 76.39 |
| 2023-03-31 | $23k | 325 | 69.96 |
| 2022-12-31 | $20k | 325 | 62.33 |
| 2022-09-30 | $24k | 425 | 56.47 |
| 2022-06-30 | $25k | 425 | 58.82 |