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Invesco shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Invesco

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All positions including Invesco held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $473k 21k 23.07
2021-12-31 $476k 21k 23.00
2021-09-30 $494k 21k 24.10
2021-06-30 $548k 21k 26.73
2021-03-31 $517k 21k 25.22
2020-12-31 $361k 21k 17.44
2019-09-30 $73k 4.3k 16.94
2019-06-30 $6.0k 310 19.35
2019-03-31 $6.0k 310 19.35

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
Ishares Core MF Closed and MF Open (AGG)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPAB)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
First Trust MF Closed and MF Open (FTCS)
Ishares Msci MF Closed and MF Open (QUAL)
Blackstone Common Stock (BX)
Ishares Msci MF Closed and MF Open (MTUM)
Alphabet Common Stock (GOOGL)
Tesla Common Stock (TSLA)
Principal Us MF Closed and MF Open (USMC)

View all positions for Golden State Wealth Management

Top funds holding Invesco

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Morgan Stanley
Northern Trust
Fisher Investments
Charles Schwab Investment Management
Millennium Management
Voloridge Investment Management
Two Sigma Advisers
Goldman Sachs Group
Swedbank AB
Susquehanna International

View all funds holding Invesco