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Invesco Actively Managed Exc shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Invesco Actively Managed Exc (RSPA) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Invesco Actively Managed Exc

Tip: Access up to 7 years of quarterly data

All positions including Invesco Actively Managed Exc held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Actively Managed Exc by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $497k 9.8k 50.96
2025-09-30 $393k 7.7k 51.07
2025-06-30 $330k 6.6k 49.89

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Spdr Series Trust State Street Spd (SDY)
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Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p Mc 400gr Etf (IJK)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding Invesco Actively Managed Exc

Invesco
CX Institutional
LPL Financial
Jones Financial Companies, L.L
UBS Group
Jane Street
Cetera Investment Advisers
Wealthcare Advisory Partners
SageGuard Financial Group
Compass Financial Services
Flagship Harbor Advisors
Prevail Innovative Wealth Advisors
Advisor OS
Mjp Associates
Royal Bank of Canada

View all funds holding Invesco Actively Managed Exc