Invesco exchange traded shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in Invesco exchange traded
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Quarterly reported holdings in Invesco exchange traded by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31k | 417 | 74.89 |
| 2025-06-30 | $30k | 417 | 70.96 |
| 2025-03-31 | $29k | 417 | 70.01 |
| 2024-12-31 | $29k | 417 | 69.12 |
| 2024-09-30 | $30k | 417 | 72.39 |
| 2024-06-30 | $27k | 417 | 65.48 |
| 2024-03-31 | $28k | 417 | 66.17 |
| 2023-12-31 | $26k | 417 | 61.79 |
| 2023-09-30 | $23k | 417 | 55.73 |
| 2023-06-30 | $24k | 417 | 58.19 |
| 2023-03-31 | $23k | 417 | 55.40 |
| 2022-12-31 | $23k | 417 | 54.19 |
| 2022-09-30 | $21k | 417 | 50.36 |
| 2022-06-30 | $21k | 417 | 50.36 |
| 2022-03-31 | $32k | 524 | 61.07 |
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