Invesco shares owned by Novare Capital Management
Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Novare Capital Management
from 13F filings
Historical chart of Novare Capital Management investment in Invesco
Tip: Access up to 7 years of quarterly data
All positions including Invesco held by Novare Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco by Novare Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $505k | 22k | 22.94 |
| 2025-06-30 | $347k | 22k | 15.77 |
| 2025-03-31 | $182k | 12k | 15.17 |
| 2024-12-31 | $210k | 12k | 17.48 |
| 2024-09-30 | $211k | 12k | 17.56 |
| 2024-06-30 | $180k | 12k | 14.96 |
| 2024-03-31 | $199k | 12k | 16.59 |
| 2023-12-31 | $214k | 12k | 17.84 |
| 2023-09-30 | $211k | 15k | 14.52 |
| 2023-06-30 | $244k | 15k | 16.81 |
| 2023-03-31 | $238k | 15k | 16.40 |
| 2022-12-31 | $261k | 15k | 17.99 |
| 2022-09-30 | $199k | 15k | 13.72 |
| 2022-06-30 | $234k | 15k | 16.14 |
| 2022-03-31 | $334k | 15k | 23.03 |
| 2021-12-31 | $334k | 15k | 23.03 |
| 2021-09-30 | $350k | 15k | 24.14 |
| 2021-06-30 | $495k | 19k | 26.76 |
| 2021-03-31 | $322k | 19k | 17.41 |
| 2020-12-31 | $322k | 19k | 17.41 |
| 2020-09-30 | $211k | 19k | 11.41 |
| 2020-06-30 | $199k | 19k | 10.76 |