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Invesco shares owned by Gradient Investments

Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Gradient Investments from 13F filings

Historical chart of Gradient Investments investment in Invesco

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All positions including Invesco held by Gradient Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco by Gradient Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $742k 28k 26.39
2024-06-30 $68k 4.5k 14.96
2024-03-31 $3.8k 232 16.59
2023-12-31 $4.7k 265 17.84
2023-09-30 $3.8k 265 14.52
2023-06-30 $3.8k 229 16.81
2023-03-31 $540 33 16.39
2022-12-31 $1.0k 56 17.98
2022-09-30 $0 33 0.00
2022-06-30 $999 33 30.30
2022-03-31 $1.0k 64 15.63
2021-12-31 $1.0k 64 15.63
2021-09-30 $2.0k 64 31.25
2021-06-30 $4.0k 160 25.00
2021-03-31 $12k 457 26.26
2020-12-31 $5.0k 466 10.73
2020-09-30 $8.0k 669 11.96
2020-06-30 $7.0k 669 10.46
2020-03-31 $6.0k 674 8.90
2019-12-31 $13k 740 17.57
2019-09-30 $15k 900 16.67
2019-06-30 $30k 1.5k 20.42
2019-03-31 $26k 1.3k 19.30
2018-12-31 $33k 1.9k 16.98
2018-09-30 $8.4M 365k 22.88
2018-06-30 $8.0M 301k 26.56
2018-03-31 $7.9M 247k 32.01
2017-12-31 $8.2M 225k 36.54
2017-09-30 $7.5M 213k 35.04
2017-06-30 $7.2M 205k 35.19
2017-03-31 $5.9M 193k 30.63
2016-03-31 $1.0k 21 47.62
2015-12-31 $2.0k 52 38.46