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Invesco exchange traded shares owned by Morey & Quinn Wealth Partners

Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by Morey & Quinn Wealth Partners from 13F filings

Historical chart of Morey & Quinn Wealth Partners investment in Invesco exchange traded

Tip: Access up to 7 years of quarterly data

All positions including Invesco exchange traded held by Morey & Quinn Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco exchange traded by Morey & Quinn Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $352k 4.7k 74.89
2025-06-30 $334k 4.7k 70.96

More positions owned by Morey & Quinn Wealth Partners

Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ftai Aviation SHS (FTAI)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Union Pacific Corporation (UNP)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Growth (JGRO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Allstate Corporation (ALL)
Wal-Mart Stores (WMT)

View all positions for Morey & Quinn Wealth Partners

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