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Invesco shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Invesco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $273k 9.1k 30.16

More positions owned by Monticello Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Monticello Wealth Management

Top funds holding Invesco

Massachusetts Mutual Life Insurance Company
BlackRock
Vanguard Capital Management
Dimensional Fund Advisors
Vanguard Portfolio Management
Millennium Management
State Street Corporation
AQR Capital Management
Geode Capital Management
Goldman Sachs Group
Invesco
Northern Trust
Qube Research & Technologies
Norges Bank Investment Management
Charles Schwab Investment Management

View all funds holding Invesco