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American Institute for Advanced Investment Management, LLP → IVZ

American Institute for Advanced Investment Management, LLP IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
24
Latest value
$316K
Q3 2026
Peak value
$2.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.3M
Q4 2025$1.2M
Q4 2025$345K
Q4 2025$387K
Q4 2025$1.5M
Q4 2025$333K
Q1 2026$2.4M
Q1 2026$1.1M
Q1 2026$377K
Q1 2026$356K
Q1 2026$1.1M
Q1 2026$339K
Q2 2026$2.7M
Q2 2026$1.1M
Q2 2026$443K
Q2 2026$379K
Q2 2026$1.2M
Q2 2026$347K
Q3 2026$2.4M
Q3 2026$1.1M
Q3 2026$406K
Q3 2026$376K
Q3 2026$1.2M
Q3 2026$316K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$316K14.8K——
Q3 2026$1.2M5.6K——
Q3 2026$376K2.6K——
Q3 2026$406K6.9K——
Q3 2026$1.1M16.8K——
Q3 2026$2.4M15.4K——
Q2 2026$347K14.8K——
Q2 2026$1.2M5.6K——
Q2 2026$379K2.7K——
Q2 2026$443K6.9K——
Q2 2026$1.1M16.3K——
Q2 2026$2.7M15.0K——
Q1 2026$339K14.8K——
Q1 2026$1.1M5.6K——
Q1 2026$356K2.7K——
Q1 2026$377K6.9K——
Q1 2026$1.1M16.4K——
Q1 2026$2.4M14.6K——
Q4 2025$333K14.3K——
Q4 2025$1.5M8.0K——
Q4 2025$387K2.9K——
Q4 2025$345K6.6K——
Q4 2025$1.2M16.9K——
Q4 2025$2.3M14.7K——

Other funds holding IVZ

Other American Institute for Advanced Investment Management, LLP positions

ETHA

ISHARES TR

$12.5M
ETHA

ISHARES TR

$12.2M
ETHA

ISHARES TR

$12.2M
ETHA

ISHARES TR

$10.8M
ETHA

ISHARES TR

$7.6M
ETHA

ISHARES TR

$7.5M
SPY

STATE STR SPDR S&P 500 ETF T

$6.9M
SPY

STATE STR SPDR S&P 500 ETF T

$6.8M
American Institute for Advanced Investment Management, LLP IVZ Holdings: 13F Position History | Track13F