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Invesco unit investment shares owned by VitalStone Financial

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

Historical chart of VitalStone Financial investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco unit investment by VitalStone Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $230k 2.8k 82.29
2023-09-30 $24k 350 68.57
2023-06-30 $24k 350 68.57
2023-03-31 $1.1M 14k 79.07
2022-12-31 $22k 350 62.86

More positions owned by VitalStone Financial

Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vaneck Clo Etf Etf (CLOI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Value Etf Etf (VTV)
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)
Invesco Ultra Short Duration Etf Etf (GSY)
Ishares National Muni Bond Etf Etf (MUB)
Vaneck Oil Services Etf Etf (OIH)
Vanguard Growth Etf Etf (VUG)
Ishares Global Tech Etf Etf (IXN)

View all positions for VitalStone Financial

Top funds holding Invesco unit investment

Bank of America Corporation
Wells Fargo & Company
Raymond James & Associates
Royal Bank of Canada
Sykon Capital
Fischer Investment Strategies
Kfg Wealth Management
Jane Street
Hrt Financial
NTV Asset Management
Vestmark Advisory Solutions
Raymond James Financial Services Advisors
Cumberland Partners
Bnp Paribas Arbitrage, Snc
Advisor Group Holdings

View all funds holding Invesco unit investment