Invesco shares owned by Goss Wealth Management
Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss Wealth Management investment in Invesco
Tip: Access up to 7 years of quarterly data
All positions including Invesco held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco by Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $5.9M | 223k | 26.39 |
| 2026-03-31 | $1.6M | 68k | 24.29 |
| 2025-12-31 | $206k | 7.9k | 26.27 |
| 2025-09-30 | $2.5k | 108 | 22.95 |
| 2025-06-30 | $1.7k | 108 | 15.70 |
| 2025-03-31 | $1.6k | 107 | 15.15 |
| 2024-12-31 | $220k | 13k | 17.48 |
| 2024-09-30 | $3.1k | 174 | 17.59 |
| 2024-06-30 | $2.6k | 173 | 14.95 |
| 2024-03-31 | $5.4k | 323 | 16.61 |
| 2023-09-30 | $285k | 20k | 14.52 |
| 2023-03-31 | $89k | 5.4k | 16.40 |
| 2022-12-31 | $93k | 5.3k | 17.37 |
| 2021-03-31 | $227k | 9.0k | 25.17 |
| 2020-09-30 | $282k | 25k | 11.41 |
| 2018-03-31 | $333k | 11k | 30.84 |
| 2017-06-30 | $7.5k | 206 | 36.47 |