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Hollow Brook Wealth Management LLC → IVZ

Hollow Brook Wealth Management LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
5
Latest value
$9M
Q3 2026
Peak value
$11.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10.7M
Q4 2025$10M
Q1 2026$10.5M
Q2 2026$11.2M
Q3 2026$9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9M58.4K——
Q2 2026$11.2M63.6K——
Q1 2026$10.5M63.6K——
Q4 2025$10M63.8K——
Q3 2025$10.7M68.7K——

Other funds holding IVZ

Other Hollow Brook Wealth Management LLC positions

ETHA

ISHARES TR

$174.1M
GLD

WORLD GOLD TR

$113.1M
ETHA

ISHARES TR

$108.4M
GLD

WORLD GOLD TR

$106.3M
GLD

WORLD GOLD TR

$104M
GLD

WORLD GOLD TR

$99.3M
GLD

WORLD GOLD TR

$95.4M
DMLP

DORCHESTER MINERALS L P

$22.5M