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Invesco shares owned by Gupta Wealth Management

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

Historical chart of Gupta Wealth Management investment in Invesco

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

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Quarterly reported holdings in Invesco by Gupta Wealth Management

Quarter filed Position value Share count Share price at filing
2016-03-31 $1.6M 51k 30.77
2015-12-31 $1.2M 35k 33.47
2015-09-30 $1.2M 40k 31.22
2015-06-30 $1.2M 31k 37.48
2015-03-31 $1.1M 28k 39.69

More positions owned by Gupta Wealth Management

iShares Barclays 20+ Yr Treas.Bond (TLT)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Apple (AAPL)
Vanguard Dividend Appreciation ETF (VIG)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Mega Cap 300 Growth Index ETF (MGK)
Vanguard Mid-Cap Value ETF (VOE)
Boeing Company (BA)
Vanguard Lg Term Govt Bd ETF (VGLT)
WisdomTree SmallCap Dividend Fund (DES)
WisdomTree Intl. LargeCap Div (DOL)
Intel Corporation (INTC)
Eli Lilly & Co. (LLY)
Home Depot (HD)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)

View all positions for Gupta Wealth Management

Top funds holding Invesco

Vanguard Group
Trian Fund Management
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Citadel Advisors
Charles Schwab Investment Management
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