Invesco exchange traded shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Invesco exchange traded
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Quarterly reported holdings in Invesco exchange traded by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $52k | 700 | 74.04 |
| 2025-06-30 | $54k | 782 | 69.12 |
| 2025-03-31 | $55k | 782 | 70.01 |
| 2024-12-31 | $56k | 782 | 71.86 |
| 2024-09-30 | $56k | 782 | 71.86 |
| 2024-03-31 | $49k | 741 | 66.17 |
| 2023-12-31 | $46k | 741 | 61.79 |
| 2023-09-30 | $80k | 1.4k | 55.73 |
| 2023-06-30 | $43k | 741 | 58.19 |
| 2023-03-31 | $41k | 741 | 55.40 |
| 2022-12-31 | $41k | 747 | 54.29 |
| 2022-09-30 | $154k | 3.1k | 50.00 |
| 2022-06-30 | $38k | 741 | 51.43 |
| 2022-03-31 | $50k | 809 | 61.43 |
| 2021-12-31 | $51k | 809 | 62.86 |
| 2021-09-30 | $49k | 809 | 60.00 |
| 2021-06-30 | $50k | 809 | 61.43 |
| 2021-03-31 | $121k | 2.1k | 58.57 |
| 2020-12-31 | $106k | 2.1k | 51.43 |
| 2020-09-30 | $82k | 2.1k | 40.00 |
| 2020-06-30 | $88k | 2.3k | 38.57 |
| 2020-03-31 | $84k | 2.9k | 28.57 |