Invesco Exchange Fund
Invesco Exchange Fund

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jun 30, 2024 → Sep 30, 2024

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

Security Shares Jun 2024 Shares Sep 2024 Δ shares End % Δ value
Invesco Liquid Assets Portfolio 13,334 0 -13,334 0.00% -$13.34K
Security Shares Jun 2024 Shares Sep 2024 Δ shares End % Δ value
Invesco Treasury Portfolio, Institutional Class 24,534 515,293 490,759 2.20% $490.76K
Invesco Government & Agency Portfolio, Institutional Class 21,467 278,540 257,073 1.19% $257.07K
Security Shares Jun 2024 Shares Sep 2024 Δ shares End % Δ value
AIR PRODUCTS and CHEMICALS INC 13,836 13,274 -562 16.91% $381.82K
MCCORMICK-N/V 46,620 44,722 -1,898 15.75% $373.40K
HESS CORP 14,775 14,174 -601 8.24% -$254.78K
MERCK & CO 15,132 14,517 -615 7.05% -$224.79K
INTL FLVR & FRAG 15,179 14,563 -616 6.54% $82.90K
INTEL CORP 58,559 56,176 -2,383 5.64% -$495.68K
JOHNSON&JOHNSON 8,287 7,951 -336 5.51% $77.31K
EXXON MOBIL CORP 10,644 10,213 -431 5.12% -$28.17K
INTL BUS MACH CORP 4,592 4,407 -185 4.17% $180.11K
HONEYWELL INTL INC 3,832 3,678 -154 3.25% -$58.01K
PFIZER INC 23,572 22,614 -958 2.80% -$5.10K
SPX TECHNOLOGIES INC 4,175 4,007 -168 2.73% $45.52K
HALLIBURTON CO 18,512 17,759 -753 2.21% -$109.44K
WEYERHAEUSER CO 12,507 11,998 -509 1.74% $51.18K
SLB LTD 9,821 9,422 -399 1.69% -$68.10K
FLUOR CORP 7,840 7,521 -319 1.54% $17.39K
COMMSTCK 10,344 9,924 -420 1.33% -$61.90K
THE CIGNA GROUP 737 708 -29 1.05% $1.65K
APA CORP 8,049 7,723 -326 0.81% -$48.06K
BAKER HUGHES CO 4,706 4,515 -191 0.70% -$2.29K
HSBC HOLDINGS PLC SPONS ADR 3,525 3,384 -141 0.65% -$415
BAXTER INTL INC 3,060 2,937 -123 0.48% $9.16K
CARDINAL HEALTH INC 580 558 -22 0.26% $4.64K
VIATRIS INC 2,928 2,810 -118 0.14% $1.50K
ORGANON & CO 1,517 1,457 -60 0.12% -$3.53K
KYNDRYL HOLDINGS INC 921 885 -36 0.09% -$3.89K
RESIDEO TECHNOLOGIES INC 643 619 -24 0.05% -$110
ADVANSIX INC 160 155 -5 0.02% $1.04K
TRANSOCEAN LTD 673 648 -25 0.01% -$847

No positions in this category.

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