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AMERICAN FINANCIAL & TAX STRATEGIES INC → IVZ

AMERICAN FINANCIAL & TAX STRATEGIES INC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
5
Latest value
$5.7M
Q3 2026
Peak value
$6.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.5M
Q4 2025$6M
Q1 2026$6M
Q2 2026$6.1M
Q3 2026$5.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.7M80.8K——
Q2 2026$6.1M81.5K——
Q1 2026$6M81.9K——
Q4 2025$6M83.8K——
Q3 2025$6.5M89.1K——

Other funds holding IVZ

Other AMERICAN FINANCIAL & TAX STRATEGIES INC positions

BTCW

WISDOMTREE TR

$12M
VGES

VANGUARD CHARLOTTE FDS

$11.3M
VGES

VANGUARD CHARLOTTE FDS

$11.3M
BTCW

WISDOMTREE TR

$11.3M
VGES

VANGUARD CHARLOTTE FDS

$11.2M
VGES

VANGUARD CHARLOTTE FDS

$11.2M
VGES

VANGUARD CHARLOTTE FDS

$11M
BTCW

WISDOMTREE TR

$9.9M