Invesco shares owned by Unique Wealth Strategies
Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Unique Wealth Strategies
from 13F filings
Historical chart of Unique Wealth Strategies investment in Invesco
Tip: Access up to 7 years of quarterly data
All positions including Invesco held by Unique Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco by Unique Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $220k | 8.4k | 26.39 |
| 2026-03-31 | $203k | 8.4k | 24.29 |
| 2025-12-31 | $219k | 8.3k | 26.27 |
| 2024-09-30 | $388k | 22k | 17.56 |
| 2024-06-30 | $994 | 60 | 16.58 |