Valued Retirements »

Invesco unit investment shares owned by Valued Retirements

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

Historical chart of Valued Retirements investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco unit investment by Valued Retirements

Quarter filed Position value Share count Share price at filing
2026-03-31 $252k 2.2k 115.97

More positions owned by Valued Retirements

Exxon Mobil Corporation (XOM)
Dimensional Etf Trust Internatnal Val (DFIV)
Sprott Asset Management Physical Gold Tr (PHYS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust High Divid Etf (FDVV)
Apple (AAPL)
Ishares Tr Msci Usa Value (VLUE)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange-traded SHS (FDL)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Valued Retirements

Top funds holding Invesco unit investment

Goldman Sachs Group
LPL Financial
Morgan Stanley
Axiom Financial Strategies
Goss Wealth Management
Wells Fargo & Company
Citadel Advisors
UBS Group
Bank of America Corporation
Proficio Capital Partners
Royal Bank of Canada
Raymond James Financial
Bnp Paribas Arbitrage, Snc
Susquehanna International
Fortis Group Advisors

View all funds holding Invesco unit investment