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ADVISORTRUST PARTNERS, LLC → IVZ

ADVISORTRUST PARTNERS, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
5
Latest value
$1.6M
Q3 2026
Peak value
$12.4M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$12.4M
Q1 2026$117K
Q1 2026$275K
Q2 2026$1.1M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M7.5K——
Q2 2026$1.1M5.1K——
Q1 2026$275K1.4K——
Q1 2026$117K2.5K——
Q1 2026$12.4M718.7K——

Other funds holding IVZ

Other ADVISORTRUST PARTNERS, LLC positions

QQQ

INVESCO QQQ TR

$16.7M
SPY

STATE STR SPDR S&P 500 ETF T

$16.5M
SPY

STATE STR SPDR S&P 500 ETF T

$15.9M
AVGO

BROADCOM INC

$15.2M
QQQ

INVESCO QQQ TR

$14.8M
AVGO

BROADCOM INC

$14M
AVGO

BROADCOM INC

$13.3M
ETHA

ISHARES TR

$12.2M