Invesco exchange traded shares owned by LPL Financial
Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Invesco exchange traded
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Quarterly reported holdings in Invesco exchange traded by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $593k | 8.2k | 71.86 |
| 2024-06-30 | $534k | 8.1k | 65.48 |
| 2024-03-31 | $571k | 8.6k | 66.17 |
| 2023-09-30 | $411k | 7.4k | 55.73 |
| 2023-06-30 | $546k | 9.4k | 58.19 |
| 2023-03-31 | $520k | 9.4k | 55.39 |
| 2022-12-31 | $460k | 8.5k | 54.19 |
| 2022-09-30 | $437k | 8.6k | 50.69 |
| 2022-06-30 | $427k | 8.3k | 51.14 |
| 2022-03-31 | $662k | 11k | 61.05 |
| 2021-12-31 | $812k | 13k | 62.90 |
| 2021-09-30 | $744k | 12k | 60.05 |
| 2021-06-30 | $750k | 12k | 61.51 |
| 2021-03-31 | $678k | 12k | 57.90 |
| 2020-12-31 | $502k | 9.9k | 50.90 |
| 2020-09-30 | $401k | 10k | 39.81 |
| 2020-06-30 | $408k | 10k | 39.09 |
| 2020-03-31 | $321k | 11k | 28.67 |
| 2019-12-31 | $525k | 11k | 48.09 |
| 2019-09-30 | $461k | 11k | 42.56 |
| 2019-06-30 | $516k | 12k | 44.94 |
| 2019-03-31 | $549k | 13k | 43.69 |
| 2018-12-31 | $433k | 12k | 36.48 |
| 2018-09-30 | $978k | 20k | 48.44 |
| 2018-06-30 | $953k | 20k | 46.79 |