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Altium Investment Strategies LLC → IVZ

Altium Investment Strategies LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
6
Latest value
$698K
Q3 2026
Peak value
$964K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$813K
Q1 2026$621K
Q2 2026$964K
Q2 2026$683K
Q3 2026$923K
Q3 2026$698K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$698K5.2K——
Q3 2026$923K15.9K——
Q2 2026$683K5.2K——
Q2 2026$964K15.9K——
Q1 2026$621K5.2K——
Q1 2026$813K15.9K——

Other funds holding IVZ

Other Altium Investment Strategies LLC positions

FFA

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PROCTER & GAMBLE CO

$14.8M
FFA

FIRST TR EXCHANGE-TRADED FD

$13.1M
AGX

GLOBAL X FDS

$12.4M
FFA

FIRST TR EXCHANGE-TRADED FD

$11.1M
XOM

EXXONMOBIL HOLDINGS CORP

$11M
AGX

GLOBAL X FDS

$9.3M