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Invesco shares owned by WBI Investments

Quarter-by-quarter ownership of Invesco (IVZ) shares owned by WBI Investments from 13F filings

Historical chart of WBI Investments investment in Invesco

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All positions including Invesco held by WBI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco by WBI Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 141k 17.84
2023-09-30 $162k 11k 14.52
2023-06-30 $361k 22k 16.81
2023-03-31 $655k 40k 16.40
2022-12-31 $1.6M 92k 17.99
2022-09-30 $781k 57k 13.70
2020-03-31 $820k 90k 9.08
2019-12-31 $4.8M 264k 17.98
2019-09-30 $1.5M 88k 16.94
2019-06-30 $1.5M 74k 20.45
2019-03-31 $2.2M 115k 19.31
2018-12-31 $1.2M 71k 16.74
2018-09-30 $1.6M 71k 22.88
2018-03-31 $598k 19k 31.98
2017-12-31 $3.2M 88k 36.54
2017-09-30 $452k 13k 35.02
2017-06-30 $568k 16k 35.16
2017-03-31 $514k 17k 30.60
2016-12-31 $24M 793k 30.34
2016-09-30 $16M 497k 31.27
2014-12-31 $10M 258k 39.52
2014-06-30 $8.1M 215k 37.75
2014-03-31 $7.4M 201k 37.00
2013-12-31 $6.6M 180k 36.40
2013-09-30 $4.8M 149k 31.90