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Invesco shares owned by Trifecta Capital Advisors

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

Historical chart of Trifecta Capital Advisors investment in Invesco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco by Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7k 97 17.57
2024-06-30 $1.5k 97 14.97

More positions owned by Trifecta Capital Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Costco Wholesale Corporation (COST)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Palo Alto Networks (PANW)
Caterpillar (CAT)

View all positions for Trifecta Capital Advisors

Top funds holding Invesco

Massachusetts Mutual Life Insurance Company
BlackRock
BlackRock
Vanguard Group
Trian Fund Management
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
AQR Capital Management
Morgan Stanley
Alliancebernstein
Northern Trust
Fisher Investments
Charles Schwab Investment Management
Point72 Asset Management

View all funds holding Invesco