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Invesco unit investment shares owned by VestGen Advisors

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

Historical chart of VestGen Advisors investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by VestGen Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $244k 2.1k 116.98

More positions owned by VestGen Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Gaming & Leisure Pptys (GLPI)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Palantir Technologies Cl A (PLTR)

View all positions for VestGen Advisors

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