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American Capital Advisory, LLC → IVZ

American Capital Advisory, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
17
Latest value
$2K
Q3 2026
Peak value
$2.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$163K
Q4 2025$2.8M
Q4 2025$891K
Q4 2025$1K
Q1 2026$150K
Q1 2026$2.8M
Q1 2026$900K
Q1 2026$996
Q2 2026$168K
Q2 2026$2.5M
Q2 2026$911K
Q2 2026$1K
Q3 2026$175K
Q3 2026$2.4M
Q3 2026$858K
Q3 2026$1.1M
Q3 2026$2K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2K59——
Q3 2026$1.1M46.9K——
Q3 2026$858K12.2K——
Q3 2026$2.4M11.3K——
Q3 2026$175K2.8K——
Q2 2026$1K55——
Q2 2026$911K12.2K——
Q2 2026$2.5M11.6K——
Q2 2026$168K2.8K——
Q1 2026$99641——
Q1 2026$900K12.3K——
Q1 2026$2.8M14.6K——
Q1 2026$150K2.8K——
Q4 2025$1K51——
Q4 2025$891K12.5K——
Q4 2025$2.8M14.7K——
Q4 2025$163K2.8K——

Other funds holding IVZ

Other American Capital Advisory, LLC positions

INTU

INVESCO ACTIVELY MANAGED EXC

$20.1M
INTU

INVESCO ACTIVELY MANAGED EXC

$19.5M
INTU

INVESCO ACTIVELY MANAGED EXC

$18.4M
CRDO

DIMENSIONAL ETF TRUST

$17.7M
CRDO

DIMENSIONAL ETF TRUST

$14.7M
INTU

INVESCO ACTIVELY MANAGED EXC

$12.8M
CRDO

DIMENSIONAL ETF TRUST

$11.9M
CRDO

DIMENSIONAL ETF TRUST

$10.9M