Invesco exchange traded shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in Invesco exchange traded
Tip: Access up to 7 years of quarterly data
All positions including Invesco exchange traded held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Invesco exchange traded by Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $414k | 5.8k | 70.96 |
| 2025-03-31 | $412k | 5.9k | 70.01 |
| 2024-12-31 | $406k | 5.9k | 69.12 |
More positions owned by Total Wealth Planning & Management
Home Depot (HD)
View all positions for Total Wealth Planning & Management