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Invesco shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in Invesco

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

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Quarterly reported holdings in Invesco by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.7k 178 26.39

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Invesco

Massachusetts Mutual Life Insurance Company
BlackRock
Vanguard Capital Management
Millennium Management
Dimensional Fund Advisors
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
AQR Capital Management
T. Rowe Price Associates
Goldman Sachs Group
Invesco
Morgan Stanley
Northern Trust
Alliancebernstein

View all funds holding Invesco