Back to IVZ
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → IVZ
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
9
Latest value
$20K
Q3 2026
Peak value
$10.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $35K |
| Q4 2025 | $9.5M |
| Q1 2026 | $35K |
| Q1 2026 | $9.5M |
| Q2 2026 | $33K |
| Q2 2026 | $10.5M |
| Q3 2026 | $34K |
| Q3 2026 | $10.3M |
| Q3 2026 | $20K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20K | 135 | — | — |
| Q3 2026 | $10.3M | 49.4K | — | — |
| Q3 2026 | $34K | 509 | — | — |
| Q2 2026 | $10.5M | 49.2K | — | — |
| Q2 2026 | $33K | 509 | — | — |
| Q1 2026 | $9.5M | 49.6K | — | — |
| Q1 2026 | $35K | 769 | — | — |
| Q4 2025 | $9.5M | 49.7K | — | — |
| Q4 2025 | $35K | 769 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
Other BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC positions
SPY
$171.5MSTATE STREET SPDR S&P 500 ETF
SPY
$163.8MSTATE STREET SPDR S&P 500 ETF
SPY
$152.9MSTATE STR SPDR S&P 500 ETF TR TR UNIT
SPY
$141.2MSTATE STREET SPDR S&P 500 ETF
GAM-PB
$53MGENERAL AMERN INVS CO INC COM
GAM-PB
$52.6MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.8MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.6MGENERAL AMERN INVS CO INC COM