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Invesco shares owned by Wealth Management Associates

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

Historical chart of Wealth Management Associates investment in Invesco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $510k 19k 26.27
2022-06-30 $324k 20k 16.13
2022-03-31 $463k 20k 23.06
2021-12-31 $354k 15k 23.02
2021-09-30 $371k 15k 24.11
2021-06-30 $411k 15k 26.73

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Ishares Tr Select Divid Etf (DVY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Alphabet Cap Stk Cl A (GOOGL)
Kinder Morgan (KMI)

View all positions for Wealth Management Associates

Top funds holding Invesco

Massachusetts Mutual Life Insurance Company
Vanguard Group
BlackRock
State Street Corporation
Dimensional Fund Advisors
Millennium Management
Geode Capital Management
AQR Capital Management
Invesco
Goldman Sachs Group
Northern Trust
Citadel Advisors
Fisher Investments
Alliancebernstein
Charles Schwab Investment Management

View all funds holding Invesco