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Invesco Actively Managed Exc shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Invesco Actively Managed Exc (EFAA) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Invesco Actively Managed Exc

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All positions including Invesco Actively Managed Exc held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Actively Managed Exc by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $513k 9.7k 52.87
2025-06-30 $398k 7.7k 51.58

More positions owned by Joel Isaacson & Co

Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding Invesco Actively Managed Exc

Invesco
LPL Financial
Private Advisor
Jane Street
Steward Partners Investment Advisory
Jones Financial Companies, L.L
UBS Group
Lifestyle Asset Management
Mml Investors Services
Envestnet Asset Management
Cetera Investment Advisers
Goss Wealth Management
Advisor OS
Brown, Lisle/cummings
Mjp Associates

View all funds holding Invesco Actively Managed Exc