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FSA WEALTH PARTNERS, INC. → IVZ

FSA WEALTH PARTNERS, INC. IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
16
Latest value
$25K
Q3 2026
Peak value
$17.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$651K
Q4 2025$117K
Q1 2026$1.8M
Q1 2026$11M
Q1 2026$63K
Q1 2026$806K
Q2 2026$2.2M
Q2 2026$16.7M
Q2 2026$658K
Q2 2026$44K
Q2 2026$591K
Q3 2026$1.3M
Q3 2026$2.4M
Q3 2026$17.9M
Q3 2026$1.2M
Q3 2026$25K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$25K293——
Q3 2026$1.2M22.6K——
Q3 2026$17.9M86.1K——
Q3 2026$2.4M11.3K——
Q3 2026$1.3M10.9K——
Q2 2026$591K3.1K——
Q2 2026$44K235——
Q2 2026$658K12.2K——
Q2 2026$16.7M78.4K——
Q2 2026$2.2M10.4K——
Q1 2026$806K8.5K——
Q1 2026$63K667——
Q1 2026$11M57.5K——
Q1 2026$1.8M9.1K——
Q4 2025$117K1.3K——
Q3 2025$651K5.4K——

Other funds holding IVZ

Other FSA WEALTH PARTNERS, INC. positions

SPY

STATE STR SPDR S&P 500 ETF T

$47.7M
SPY

STATE STR SPDR S&P 500 ETF T

$46.5M
ETHA

ISHARES TR

$42.1M
ETHA

ISHARES TR

$40.4M
ETHA

ISHARES TR

$34.3M
ETHA

ISHARES TR

$30.5M
SPY

SPDR S&P 500 ETF TR

$26.6M
SPY

STATE STR SPDR S&P 500 ETF T

$26.5M