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Invesco shares owned by Adams Wealth Management

Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Adams Wealth Management from 13F filings

Historical chart of Adams Wealth Management investment in Invesco

Tip: Access up to 7 years of quarterly data

All positions including Invesco held by Adams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco by Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 13k 22.94
2025-06-30 $293k 19k 15.77

More positions owned by Adams Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr Core S&p500 Etf (IVV)
Spinnaker Etf Series Select Stoxx Eur (EUAD)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Msci Sth Kor Etf (EWY)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Mortgage Backed (SMBS)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Series Trust S&p Semicndctr (XSD)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Ishares Msci Italy Etf (EWI)

View all positions for Adams Wealth Management

Top funds holding Invesco

Massachusetts Mutual Life Insurance Company
Vanguard Group
BlackRock
State Street Corporation
Dimensional Fund Advisors
Millennium Management
Trian Fund Management
Geode Capital Management
AQR Capital Management
Morgan Stanley
Northern Trust
Goldman Sachs Group
Citadel Advisors
Fisher Investments
Alliancebernstein

View all funds holding Invesco