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Bigelow Investment Advisors, LLC → IVZ

Bigelow Investment Advisors, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
5
Latest value
$3.9M
Q3 2026
Peak value
$3.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.7M
Q4 2025$2.8M
Q1 2026$3.3M
Q2 2026$3.9M
Q3 2026$3.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.9M18.9K——
Q2 2026$3.9M18.5K——
Q1 2026$3.3M17.3K——
Q4 2025$2.8M14.8K——
Q3 2025$2.7M14.2K——

Other funds holding IVZ

Other Bigelow Investment Advisors, LLC positions

ETHA

ISHARES TR

$19.9M
ETHA

ISHARES TR

$19.5M
ETHA

ISHARES TR

$17.6M
ETHA

ISHARES TR

$16.7M
ETHA

ISHARES TR

$16.4M
SPY

STATE STR SPDR S&P 500 ETF T

$13.9M
SPY

STATE STR SPDR S&P 500 ETF T

$13.5M
SPY

SPDR S&P 500 ETF TR

$12.5M