Invesco shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Invesco
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All positions including Invesco held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 606k | 17.56 |
| 2024-06-30 | $9.2M | 617k | 14.96 |
| 2024-03-31 | $10M | 627k | 16.59 |
| 2023-12-31 | $12M | 768k | 16.21 |
| 2023-09-30 | $12M | 831k | 14.52 |
| 2023-06-30 | $16M | 930k | 16.81 |
| 2023-03-31 | $13M | 762k | 16.40 |
| 2022-12-31 | $13M | 711k | 17.99 |
| 2022-09-30 | $7.5M | 546k | 13.70 |
| 2022-06-30 | $5.6M | 346k | 16.13 |
| 2022-03-31 | $4.2M | 182k | 23.06 |
| 2021-12-31 | $3.2M | 138k | 23.02 |
| 2021-09-30 | $2.9M | 121k | 24.11 |
| 2021-06-30 | $2.7M | 100k | 26.73 |
| 2021-03-31 | $1.7M | 69k | 25.21 |
| 2020-12-31 | $1.1M | 65k | 17.43 |
| 2020-03-31 | $228k | 25k | 9.09 |
| 2019-12-31 | $420k | 23k | 17.97 |
| 2019-09-30 | $289k | 17k | 16.95 |
| 2019-06-30 | $387k | 19k | 20.49 |
| 2018-09-30 | $443k | 19k | 22.90 |
| 2018-03-31 | $908k | 28k | 32.00 |
| 2017-12-31 | $1.1M | 29k | 36.54 |
| 2017-09-30 | $1.0M | 29k | 35.03 |
| 2017-06-30 | $1.1M | 31k | 35.19 |
| 2017-03-31 | $904k | 30k | 30.62 |
| 2016-12-31 | $796k | 26k | 30.35 |