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Kaydan Wealth Management, Inc. → IVZ

Kaydan Wealth Management, Inc. IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
15
Latest value
$1.1M
Q3 2026
Peak value
$20.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$627K
Q3 2025$18.3M
Q3 2025$972K
Q4 2025$602K
Q4 2025$18.3M
Q4 2025$1M
Q1 2026$554K
Q1 2026$18.4M
Q1 2026$1M
Q2 2026$802K
Q2 2026$20.7M
Q2 2026$1.2M
Q3 2026$830K
Q3 2026$19.8M
Q3 2026$1.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.1M20.0K——
Q3 2026$19.8M95.2K——
Q3 2026$830K12.6K——
Q2 2026$1.2M21.5K——
Q2 2026$20.7M97.3K——
Q2 2026$802K12.4K——
Q1 2026$1M21.5K——
Q1 2026$18.4M95.9K——
Q1 2026$554K12.2K——
Q4 2025$1M21.5K——
Q4 2025$18.3M95.7K——
Q4 2025$602K13.2K——
Q3 2025$972K21.5K——
Q3 2025$18.3M96.3K——
Q3 2025$627K14.1K——

Other funds holding IVZ

Other Kaydan Wealth Management, Inc. positions

VGES

VANGUARD TAX-MANAGED FDS

$42M
VGES

VANGUARD TAX-MANAGED FDS

$40.7M
VGES

VANGUARD INDEX FDS

$37.2M
VGES

VANGUARD INDEX FDS

$36.1M
IAU

ISHARES GOLD TR

$35M
VGES

VANGUARD INDEX FDS

$32.6M
IAU

ISHARES GOLD TR

$32.5M
VGES

VANGUARD TAX-MANAGED FDS

$31.8M