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Invesco shares owned by AE Wealth Management

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

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
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