Invesco exchange traded shares owned by Morgan Stanley
Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Invesco exchange traded
Tip: Access up to 7 years of quarterly data
All positions including Invesco exchange traded held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco exchange traded by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $287k | 3.9k | 72.87 |
| 2025-12-31 | $292k | 3.9k | 73.99 |
| 2025-09-30 | $297k | 4.0k | 74.89 |
| 2025-06-30 | $281k | 4.0k | 70.96 |
| 2024-12-31 | $393k | 5.7k | 69.12 |
| 2024-09-30 | $409k | 5.7k | 71.86 |
| 2024-06-30 | $414k | 6.3k | 65.48 |
| 2024-03-31 | $414k | 6.3k | 66.17 |
| 2023-12-31 | $407k | 6.6k | 61.79 |
| 2023-09-30 | $381k | 6.8k | 55.73 |
| 2023-06-30 | $407k | 7.0k | 58.19 |
| 2022-12-31 | $400k | 7.4k | 54.19 |
| 2022-06-30 | $404k | 7.9k | 51.12 |
| 2022-03-31 | $441k | 7.2k | 61.01 |
| 2021-06-30 | $210k | 3.4k | 61.60 |
| 2020-12-31 | $168k | 3.3k | 51.02 |
| 2020-09-30 | $131k | 3.3k | 39.78 |
| 2020-06-30 | $129k | 3.3k | 38.96 |
| 2020-03-31 | $95k | 3.3k | 28.69 |
| 2019-12-31 | $229k | 4.8k | 48.19 |
| 2019-09-30 | $202k | 4.8k | 42.48 |
| 2019-03-31 | $225k | 5.1k | 43.85 |
| 2018-12-31 | $179k | 4.9k | 36.52 |
| 2018-09-30 | $237k | 4.9k | 48.36 |
| 2018-06-30 | $231k | 4.9k | 47.10 |