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Invesco Ltd.

CIK
914208
City
Atlanta
State / Country
GA

Top Portfolio Positions

3,450 positions · $629,113,242,476 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in SWBI

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,975,145 137,833
2025-12-31 $1,352,227 137,004
2025-09-30 $1,317,424 134,021
2025-06-30 $946,431 109,036
2025-03-31 $1,147,653 123,139
2024-12-31 $1,332,252 131,776
2024-09-30 $1,569,137 120,889
2024-06-30 $1,950,825 136,041
2024-03-31 $3,711,149 213,776
2023-12-31 $2,473,464 182,409
2023-09-30 $2,410,412 186,709
2023-06-30 $1,637,587 125,582
2023-03-31 $1,572,269 127,723
2022-12-31 $1,951,566 224,835
2022-09-30 $1,712,335 165,124
2022-06-30 $2,386,284 181,743
2022-03-31 $2,078,074 137,348
2021-12-31 $1,492,582 83,853
2021-09-30 $1,896,943 91,375
2021-06-30 $2,988,327 86,119
2021-03-31 $1,610,948 92,318
2020-12-31 $2,484,981 139,999
2020-09-30 $2,349,572 151,390
2020-06-30 $3,604,817 217,931