Invesco exchange traded shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Invesco exchange traded
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Quarterly reported holdings in Invesco exchange traded by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $664k | 8.9k | 74.57 |
| 2025-06-30 | $629k | 8.9k | 70.96 |
| 2025-03-31 | $605k | 8.6k | 70.01 |
| 2024-12-31 | $578k | 8.4k | 69.12 |
| 2024-09-30 | $607k | 8.4k | 71.86 |
| 2024-06-30 | $549k | 8.4k | 65.49 |
| 2024-03-31 | $584k | 8.8k | 66.17 |
| 2023-12-31 | $511k | 8.3k | 61.79 |
| 2023-09-30 | $458k | 8.2k | 55.73 |
| 2023-06-30 | $491k | 8.4k | 58.20 |
| 2023-03-31 | $467k | 8.4k | 55.40 |