Invesco exchange traded shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Invesco exchange traded
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Quarterly reported holdings in Invesco exchange traded by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1k | 55 | 74.89 |
| 2025-06-30 | $3.9k | 55 | 70.96 |
| 2025-03-31 | $3.9k | 55 | 70.00 |
| 2024-12-31 | $3.8k | 55 | 69.13 |
| 2024-09-30 | $4.0k | 55 | 71.85 |
| 2024-06-30 | $3.6k | 55 | 65.49 |
| 2024-03-31 | $3.6k | 55 | 66.16 |
| 2023-12-31 | $3.4k | 55 | 61.78 |
| 2023-09-30 | $3.1k | 55 | 55.73 |
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