Invesco exchange traded shares owned by Oxford Financial
Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in Invesco exchange traded
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All positions including Invesco exchange traded held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco exchange traded by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $749k | 10k | 74.89 |
| 2025-06-30 | $710k | 10k | 70.96 |
| 2025-03-31 | $700k | 10k | 70.01 |
| 2024-12-31 | $691k | 10k | 69.12 |
| 2024-09-30 | $719k | 10k | 71.86 |
| 2024-03-31 | $662k | 10k | 66.17 |
| 2023-12-31 | $625k | 10k | 61.79 |
| 2023-09-30 | $564k | 10k | 55.73 |
| 2023-06-30 | $589k | 10k | 58.19 |
| 2023-03-31 | $561k | 10k | 55.40 |
| 2022-12-31 | $548k | 10k | 54.19 |
| 2022-09-30 | $513k | 10k | 50.69 |
| 2022-06-30 | $518k | 10k | 51.19 |
| 2022-03-31 | $618k | 10k | 61.07 |
| 2021-12-31 | $636k | 10k | 62.85 |
| 2021-09-30 | $608k | 10k | 60.08 |
| 2021-06-30 | $622k | 10k | 61.46 |
| 2021-03-31 | $586k | 10k | 57.91 |
| 2020-12-31 | $515k | 10k | 50.89 |
| 2020-09-30 | $403k | 10k | 39.82 |
| 2020-06-30 | $395k | 10k | 39.03 |
| 2020-03-31 | $290k | 10k | 28.66 |