CWM »

Invesco exchange traded shares owned by CWM

Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by CWM from 13F filings

Historical chart of CWM investment in Invesco exchange traded

Tip: Access up to 7 years of quarterly data

All positions including Invesco exchange traded held by CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco exchange traded by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $483k 6.7k 71.79
2024-06-30 $441k 6.7k 65.55
2024-03-31 $408k 6.2k 66.19
2023-12-31 $381k 6.2k 61.81
2023-09-30 $24k 425 56.47
2023-06-30 $51k 872 58.49
2023-03-31 $24k 425 56.47
2022-12-31 $23k 425 54.12
2022-09-30 $81k 1.6k 50.69
2022-06-30 $82k 1.6k 51.31
2022-03-31 $98k 1.6k 61.33
2021-12-31 $100k 1.6k 62.58
2021-06-30 $98k 1.6k 61.40
2021-03-31 $107k 1.9k 57.78
2020-12-31 $103k 2.0k 50.94
2020-09-30 $80k 2.0k 39.58
2020-06-30 $38k 971 39.13
2020-03-31 $28k 971 28.84
2019-12-31 $71k 1.5k 48.37
2019-09-30 $62k 1.5k 42.23
2019-06-30 $98k 1.6k 61.40
2019-03-31 $98k 1.6k 61.40