Invesco exchange traded shares owned by Yarger Wealth Strategies
Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by Yarger Wealth Strategies
from 13F filings
Historical chart of Yarger Wealth Strategies investment in Invesco exchange traded
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Quarterly reported holdings in Invesco exchange traded by Yarger Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $263k | 3.5k | 74.89 |
| 2025-06-30 | $250k | 3.5k | 70.97 |
| 2025-03-31 | $246k | 3.5k | 70.02 |
| 2024-12-31 | $243k | 3.5k | 69.13 |
| 2024-09-30 | $250k | 3.5k | 71.85 |
| 2024-06-30 | $227k | 3.5k | 65.48 |
| 2024-03-31 | $230k | 3.5k | 66.16 |
| 2023-12-31 | $215k | 3.5k | 61.78 |
| 2023-06-30 | $430k | 7.4k | 58.19 |
| 2023-03-31 | $409k | 7.4k | 55.39 |
| 2022-12-31 | $401k | 7.4k | 54.19 |
| 2022-09-30 | $372k | 7.3k | 50.70 |
| 2022-06-30 | $389k | 7.3k | 53.01 |
| 2022-03-31 | $448k | 7.3k | 61.05 |
| 2021-12-31 | $461k | 7.3k | 62.82 |