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Invesco unit investment shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $776k 6.6k 116.97
2021-03-31 $17k 242 70.25
2018-12-31 $8.0k 225 35.56
2018-09-30 $10k 225 44.44
2018-06-30 $10k 225 44.44

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust State Street Spd (SPLG)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPAB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

Top funds holding Invesco unit investment

Goldman Sachs Group
Cambridge Investment Research Advisors
Wells Fargo & Company
LPL Financial
Bnp Paribas Arbitrage, Snc
Axiom Financial Strategies
PFG Advisors
Royal Bank of Canada
Citadel Advisors
Bank Hapoalim Bm
Raymond James Financial
Hilltop Holdings
Jpmorgan Chase & Co
UBS Group
Gts Securities

View all funds holding Invesco unit investment