Invesco exchange traded shares owned by MGB Wealth Management
Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by MGB Wealth Management
from 13F filings
Historical chart of MGB Wealth Management investment in Invesco exchange traded
Tip: Access up to 7 years of quarterly data
All positions including Invesco exchange traded held by MGB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Invesco exchange traded by MGB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $427k | 5.7k | 74.89 |
| 2025-06-30 | $405k | 5.7k | 70.96 |
| 2025-03-31 | $399k | 5.7k | 70.01 |
| 2024-12-31 | $394k | 5.7k | 69.12 |
| 2024-09-30 | $410k | 5.7k | 71.86 |
| 2024-06-30 | $409k | 6.1k | 67.56 |
| 2024-03-31 | $400k | 6.1k | 66.17 |
| 2023-12-31 | $374k | 6.1k | 61.79 |