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CYPRESS FINANCIAL PLANNING LLC → IVZ

CYPRESS FINANCIAL PLANNING LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
1
Latest value
$12.8M
Q3 2026
Peak value
$12.8M
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.8M61.7K——

Other funds holding IVZ

Other CYPRESS FINANCIAL PLANNING LLC positions

ETHA

ISHARES TR

$42.4M
ETHA

ISHARES TR

$41.3M
VGES

VANGUARD SCOTTSDALE FDS

$40M
VGES

VANGUARD SCOTTSDALE FDS

$38.7M
VGES

VANGUARD SCOTTSDALE FDS

$37.7M
VGES

VANGUARD SCOTTSDALE FDS

$37.1M
VGES

VANGUARD SCOTTSDALE FDS

$36.6M
VGES

VANGUARD SCOTTSDALE FDS

$36.4M