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Graetz Wealth LLC → IVZ

Graetz Wealth LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
3
Latest value
$3.2M
Q3 2026
Peak value
$3.2M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$3M
Q2 2026$2.1M
Q3 2026$3.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.2M15.5K——
Q2 2026$2.1M10.0K——
Q1 2026$3M15.8K——

Other funds holding IVZ

Other Graetz Wealth LLC positions

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$12.1M
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$10.4M
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VANGUARD INDEX FDS

$8.9M
QQQ

INVESCO QQQ TR

$8.8M
QQQ

INVESCO QQQ TR

$8.5M
QQQ

Invesco QQQ Trust, Series 1

$7.9M
VGES

VANGUARD INTERMEDIATE TERM COR ETF

$7.4M