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BridgePort Financial Solutions, LLC → IVZ

BridgePort Financial Solutions, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
15
Latest value
$264K
Q3 2026
Peak value
$6.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1M
Q4 2025$861K
Q1 2026$884K
Q1 2026$287K
Q1 2026$269K
Q2 2026$6.5M
Q2 2026$1M
Q2 2026$288K
Q2 2026$268K
Q3 2026$263K
Q3 2026$6.6M
Q3 2026$935K
Q3 2026$495K
Q3 2026$280K
Q3 2026$264K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$264K11.4K——
Q3 2026$280K12.3K——
Q3 2026$495K3.9K——
Q3 2026$935K7.9K——
Q3 2026$6.6M31.8K——
Q3 2026$263K4.0K——
Q2 2026$268K11.4K——
Q2 2026$288K12.3K——
Q2 2026$1M8.4K——
Q2 2026$6.5M30.3K——
Q1 2026$269K11.4K——
Q1 2026$287K12.3K——
Q1 2026$884K8.2K——
Q4 2025$861K7.6K——
Q3 2025$1M9.1K——

Other funds holding IVZ

Other BridgePort Financial Solutions, LLC positions

ETHA

ISHARES TR

$35.8M
ETHA

ISHARES TR

$34.7M
ETHA

ISHARES TR

$33.1M
ETHA

ISHARES TR

$31.2M
ETHA

ISHARES TR

$30.6M
PPT

PUTNAM ETF TRUST

$17.6M
PPT

PUTNAM ETF TRUST

$17.5M
PPT

PUTNAM ETF TRUST

$17.2M