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Invesco shares owned by Holcombe Financial

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

Historical chart of Holcombe Financial investment in Invesco

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

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Quarterly reported holdings in Invesco by Holcombe Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $323k 14k 22.94
2025-06-30 $222k 14k 15.77
2025-03-31 $214k 14k 15.17
2024-12-31 $246k 14k 17.48

More positions owned by Holcombe Financial

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Apple (AAPL)
Listed Fds Tr Overlay Shares (OVLH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Listed Fds Tr Overlay Shs Shrt (OVT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Doubleline Etf Trust Commercial Real (DCRE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Simplify Exchange Traded Fun Simplify Interst (PFIX)
Flexshares Tr Intl Qltdv Idx (IQDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Montrose Environmental Group (MEG)

View all positions for Holcombe Financial

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
Morgan Stanley
Northern Trust
Goldman Sachs Group
Citadel Advisors
Fisher Investments
Alliancebernstein

View all funds holding Invesco