Back to IVZ

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP → IVZ

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
6
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.9M
Q4 2025$493K
Q1 2026$2M
Q1 2026$518K
Q2 2026$2.1M
Q3 2026$2.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.8M13.2K——
Q2 2026$2.1M10.0K——
Q1 2026$518K3.5K——
Q1 2026$2M10.1K——
Q4 2025$493K3.5K——
Q4 2025$1.9M10.0K——

Other funds holding IVZ

Other AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP positions

SPY

SPDR S&P 500 ETF TR

$31.2M
SPY

STATE STR SPDR S&P 500 ETF T

$30.5M
SPY

STATE STR SPDR S&P 500 ETF T

$22.7M
SPY

STATE STR SPDR S&P 500 ETF T

$22.2M
OKE

PGIM ETF TR

$13.9M
OKE

PGIM ETF TR

$13.5M
OKE

PGIM ETF TR

$12.7M
OKE

PGIM ETF TR

$12M