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Invesco shares owned by Waddell & Associates

Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Waddell & Associates from 13F filings

Historical chart of Waddell & Associates investment in Invesco

Tip: Access up to 7 years of quarterly data

All positions including Invesco held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco by Waddell & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 13k 22.94
2025-06-30 $172k 11k 15.77

More positions owned by Waddell & Associates

FedEx Corporation (FDX)
Global X Fds Us Infr Dev Etf (PAVE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Fundamental Us S (FNDA)
Global X Fds Adaptive Us (AUSF)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Waddell & Associates

Top funds holding Invesco

Massachusetts Mutual Life Insurance Company
Vanguard Group
BlackRock
State Street Corporation
Dimensional Fund Advisors
Millennium Management
Trian Fund Management
Geode Capital Management
AQR Capital Management
Morgan Stanley
Northern Trust
Goldman Sachs Group
Citadel Advisors
Fisher Investments
Alliancebernstein

View all funds holding Invesco