Invesco exchange traded shares owned by Sunbelt Securities
Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in Invesco exchange traded
Tip: Access up to 7 years of quarterly data
All positions including Invesco exchange traded held by Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invesco exchange traded by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66k | 880 | 74.89 |
| 2025-06-30 | $61k | 880 | 69.12 |
| 2025-03-31 | $62k | 880 | 70.01 |
| 2024-12-31 | $61k | 880 | 69.09 |
| 2024-09-30 | $63k | 880 | 71.86 |
| 2024-06-30 | $58k | 880 | 65.48 |