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Invesco unit investment shares owned by Triumph Capital Management

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Triumph Capital Management from 13F filings

Historical chart of Triumph Capital Management investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Triumph Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Triumph Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 100 116.97

More positions owned by Triumph Capital Management

Apple (AAPL)
First Trust Enhanced Short Maturity Etf SHS (FTSM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr Core S&p500 Etf (IVV)
Jpmorgan Ultra-short Income Etf SHS (JPST)
Dimensional Etf Trust Short Duration F (DFSD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded SHS (FDL)
First Trust Low Duration Opportunities Etf SHS (LMBS)
Innovator Etfs Trust Quity Managd Flr (SFLR)

View all positions for Triumph Capital Management

Top funds holding Invesco unit investment

Goldman Sachs Group
Wells Fargo & Company
LPL Financial
Ameriprise Financial
Axiom Financial Strategies
PFG Advisors
Bnp Paribas Arbitrage, Snc
Royal Bank of Canada
Citadel Advisors
Bank Hapoalim Bm
UBS Group
Raymond James Financial
Jpmorgan Chase & Co
Susquehanna International
Fortis Group Advisors

View all funds holding Invesco unit investment