Invesco
SWAV

Invesco’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Invesco’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-500,230
Closed -$163M – 4015
2024
Q1 		$163M Buy
500,230
+241,946
+94% +$59.4M 0.04% 645
2023
Q4 		$49.2M Sell
258,284
-448,537
-63% -$84.8M 0.01% 1017
2023
Q3 		$141M Sell
706,821
-66,955
-9% -$15.8M 0.04% 609
2023
Q2 		$221M Buy
773,776
+29,897
+4% +$8.3M 0.06% 455
2023
Q1 		$161M Buy
743,879
+39,043
+6% +$7.61M 0.05% 553
2022
Q4 		$145M Buy
704,836
+63,525
+10% +$16.1M 0.04% 579
2022
Q3 		$178M Buy
641,311
+127,283
+25% +$32.4M 0.06% 458
2022
Q2 		$98.3M Sell
514,028
-884,183
-63% -$156M 0.03% 693
2022
Q1 		$290M Buy
1,398,211
+192,525
+16% +$31.7M 0.07% 370
2021
Q4 		$215M Sell
1,205,686
-105,263
-8% -$20.8M 0.05% 494
2021
Q3 		$270M Buy
1,310,949
+704,446
+116% +$138M 0.07% 373
2021
Q2 		$115M Buy
606,503
+582,611
+2,439% +$95.3M 0.03% 776
2021
Q1 		$3.11M Sell
23,892
-59,865
-71% -$7.18M ﹤0.01% 2595
2020
Q4 		$8.69M Buy
83,757
+69,430
+485% +$6.01M ﹤0.01% 1883
2020
Q3 		$1.09M Buy
+14,327
New +$812K ﹤0.01% 2787

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $213M AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return