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Invesco shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial investment in Invesco

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

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Quarterly reported holdings in Invesco by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 8.2k 26.39

More positions owned by Plan Group Financial

Ishares Tr Msci Acwi Etf (ACWI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
JPMorgan Chase & Co. (JPM)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds St Mar Divid Etf (EDIV)
Ishares Tr Rus Mid Cap Etf (IWR)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Plan Group Financial

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
T. Rowe Price Associates
Goldman Sachs Group
Invesco
Morgan Stanley
Northern Trust
Qube Research & Technologies

View all funds holding Invesco