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Invesco unit investment shares owned by Winter & Associates

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Winter & Associates from 13F filings

Historical chart of Winter & Associates investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Winter & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Winter & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.4M 29k 117.60

More positions owned by Winter & Associates

Victory Portfolios Ii Short Trm Bd Etf (USTB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Fundamental Us S (FNDA)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Top 200 Etf (IWL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Winter & Associates

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
Bank Hapoalim Bm
Citadel Advisors
UBS Group
Raymond James Financial
Susquehanna International
Fortis Group Advisors
Jones Financial Companies, L.L
NTV Asset Management

View all funds holding Invesco unit investment