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Invesco shares owned by Mount Lucas Management Corporation

Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Mount Lucas Management Corporation from 13F filings

Historical chart of Mount Lucas Management Corporation investment in Invesco

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All positions including Invesco held by Mount Lucas Management Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco by Mount Lucas Management Corporation

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 47k 22.94
2025-06-30 $752k 48k 15.77
2022-12-31 $54 3 18.00
2022-09-30 $1.9M 137k 13.70
2022-06-30 $2.2M 139k 16.13
2022-03-31 $3.4M 147k 23.06
2021-12-31 $3.8M 164k 23.02
2021-03-31 $15M 588k 25.22
2020-12-31 $9.2M 529k 17.43
2020-09-30 $6.0M 522k 11.41
2020-06-30 $6.0M 553k 10.76