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BRIGHT FINANCIAL ADVISORS, INC. → IVZ

BRIGHT FINANCIAL ADVISORS, INC. IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
5
Latest value
$25.6M
Q3 2026
Peak value
$25.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$19M
Q4 2025$19.5M
Q1 2026$20.9M
Q2 2026$25.9M
Q3 2026$25.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$25.6M123.1K——
Q2 2026$25.9M121.9K——
Q1 2026$20.9M109.1K——
Q4 2025$19.5M101.6K——
Q3 2025$19M100.2K——

Other funds holding IVZ

Other BRIGHT FINANCIAL ADVISORS, INC. positions

ETHA

ISHARES TR

$36.7M
ETHA

ISHARES TR

$35.8M
ETHA

ISHARES TR

$35.7M
ETHA

ISHARES TR

$35.4M
ETHA

ISHARES TR

$35.4M
GLD

SPDR GOLD TR

$23.8M
GLD

SPDR GOLD TR

$22.4M
GLD

SPDR GOLD TR

$21.4M