Invesco shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Invesco
Tip: Access up to 7 years of quarterly data
All positions including Invesco held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $347k | 15k | 22.94 |
| 2025-06-30 | $239k | 15k | 15.77 |
| 2025-03-31 | $244k | 16k | 15.17 |
| 2024-12-31 | $281k | 16k | 17.48 |
| 2024-06-30 | $241k | 16k | 14.96 |
| 2024-03-31 | $267k | 16k | 16.59 |
| 2023-12-31 | $287k | 16k | 17.84 |
| 2023-09-30 | $233k | 16k | 14.52 |
| 2023-06-30 | $267k | 16k | 16.81 |
| 2023-03-31 | $260k | 16k | 16.40 |
| 2022-12-31 | $289k | 16k | 17.99 |
| 2022-09-30 | $220k | 16k | 13.72 |
| 2022-06-30 | $259k | 16k | 16.13 |
| 2022-03-31 | $371k | 16k | 23.06 |
| 2021-12-31 | $370k | 16k | 23.00 |
| 2021-09-30 | $388k | 16k | 24.12 |
| 2021-06-30 | $421k | 16k | 26.76 |
| 2021-03-31 | $787k | 31k | 25.22 |
| 2020-12-31 | $544k | 31k | 17.43 |
| 2020-09-30 | $356k | 31k | 11.41 |
More positions owned by Beacon Investment Advisory Services
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