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Invesco exchange traded shares owned by Millstone Evans Group

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

Historical chart of Millstone Evans Group investment in Invesco exchange traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco exchange traded by Millstone Evans Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 4.4k 74.89
2025-06-30 $320k 4.5k 70.96
2025-03-31 $316k 4.5k 70.01

More positions owned by Millstone Evans Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Raymond James Financial (RJF)
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Lincoln Electric Holdings (LECO)
Johnson & Johnson (JNJ)
First Trust North American Energy Infrastructure Fund No Amer Energy (EMLP)

View all positions for Millstone Evans Group

Top funds holding Invesco exchange traded

Raymond James Financial
Tower Research Capital
LPL Financial
Del-Sette Capital Management
Aspire Growth Partners
Oxford Financial
Susquehanna International
HBK Sorce Advisory
CWM
Hrt Financial
Total Wealth Planning & Management
MGB Wealth Management
Citadel Advisors
UBS Group
Morey & Quinn Wealth Partners

View all funds holding Invesco exchange traded