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Artesa Financial Group, LLC → IVZ

Artesa Financial Group, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
8
Latest value
$9.9M
Q3 2026
Peak value
$12.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.3M
Q4 2025$5M
Q1 2026$6.9M
Q1 2026$6.1M
Q2 2026$7.4M
Q2 2026$12.2M
Q3 2026$6.5M
Q3 2026$9.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.9M65.2K——
Q3 2026$6.5M42.1K——
Q2 2026$12.2M65.2K——
Q2 2026$7.4M41.8K——
Q1 2026$6.1M64.4K——
Q1 2026$6.9M41.4K——
Q4 2025$5M63.5K——
Q4 2025$6.3M40.1K——

Other funds holding IVZ

Other Artesa Financial Group, LLC positions

NEA

NUVEEN AMT FREE MUN CR INC F

$14.4M
NEA

NUVEEN AMT FREE MUN CR INC F

$13.7M
NEA

NUVEEN AMT FREE MUN CR INC F

$13.4M
NEA

NUVEEN AMT FREE MUN CR INC F

$11.9M
ETHA

INVESCO EXCHANGE TRADED FD T

$10.6M
ETHA

INVESCO EXCHANGE TRADED FD T

$10.3M
ETHA

ISHARES TR

$9.7M
ETHA

ISHARES TR

$9.4M