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Invesco shares owned by EPG Wealth Management

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

Historical chart of EPG Wealth Management investment in Invesco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco by EPG Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $269k 18k 15.24
2023-09-30 $247k 17k 14.52
2023-06-30 $258k 15k 16.81
2023-03-31 $225k 14k 16.40
2022-09-30 $177k 13k 13.70

More positions owned by EPG Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Select Sector Spdr Tr Technology (XLK)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for EPG Wealth Management

Top funds holding Invesco

Vanguard Group
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Fisher Investments
Point72 Asset Management
Millennium Management
Balyasny Asset Management
Norges Bank Investment Management
Goldman Sachs Group
Barclays
Massachusetts Financial Services
Bank of New York Mellon
Squarepoint Ops

View all funds holding Invesco