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Invesco Ltd.

CIK
914208
City
Atlanta
State / Country
GA

Top Portfolio Positions

3,452 positions · $628,536,066,461 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in LPLA

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $104,992,973 349,011
2025-12-31 $183,830,749 514,687
2025-09-30 $179,467,618 539,444
2025-06-30 $206,825,570 551,579
2025-03-31 $33,123,901 101,253
2024-12-31 $32,888,366 100,727
2024-09-30 $29,925,750 128,641
2024-06-30 $158,509,724 567,525
2024-03-31 $109,889,230 415,932
2023-12-31 $71,921,540 315,972
2023-09-30 $100,950,386 424,786
2023-06-30 $75,046,827 345,154
2023-03-31 $72,869,863 360,029
2022-12-31 $145,274,015 672,036
2022-09-30 $364,189,986 1,666,926
2022-06-30 $392,796,472 2,129,209
2022-03-31 $432,016,638 2,364,882
2021-12-31 $325,780,422 2,034,983
2021-09-30 $301,875,391 1,925,717
2021-06-30 $271,871,984 2,014,165
2021-03-31 $382,604,443 2,691,365
2020-12-31 $240,527,248 2,307,880
2020-09-30 $234,197,097 3,054,612
2020-06-30 $232,049,020 2,959,809
2020-03-31 $128,514,614 2,361,099