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Invesco shares owned by Dogwood Wealth Management

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

Historical chart of Dogwood Wealth Management investment in Invesco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 493 26.29
2025-09-30 $11k 489 22.95
2025-06-30 $8.1k 484 16.71
2025-03-31 $7.2k 478 15.16
2024-12-31 $8.2k 472 17.47

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Proshares Tr S&p Mdcp 400 Div (REGL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust State Street Spd (SPYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood 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
Northern Trust
Goldman Sachs Group
Citadel Advisors
Fisher Investments
Alliancebernstein
Charles Schwab Investment Management

View all funds holding Invesco