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Invesco shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors investment in Invesco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $437k 17k 26.27
2016-12-31 $8.0k 255 31.37
2016-09-30 $1.3M 91k 13.79

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View all positions for Ibex Wealth Advisors

Top funds holding Invesco

Massachusetts Mutual Life Insurance Company
Vanguard Group
BlackRock
State Street Corporation
Dimensional Fund Advisors
Millennium Management
Geode Capital Management
AQR Capital Management
Invesco
Goldman Sachs Group
Northern Trust
Citadel Advisors
Fisher Investments
Alliancebernstein
Charles Schwab Investment Management

View all funds holding Invesco