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Kopp Family Office, LLC → IVZ

Kopp Family Office, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
4
Latest value
$21.4M
Q3 2026
Peak value
$22.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$20.6M
Q1 2026$20.3M
Q2 2026$22.7M
Q3 2026$21.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$21.4M103.0K——
Q2 2026$22.7M106.7K——
Q1 2026$20.3M105.7K——
Q4 2025$20.6M107.5K——

Other funds holding IVZ

Other Kopp Family Office, LLC positions

ETHA

ISHARES TR

$33.5M
ETHA

ISHARES TR

$33.4M
VGES

VANGUARD TAX-MANAGED FDS

$31.4M
VGES

VANGUARD TAX-MANAGED FDS

$31.3M
VGES

VANGUARD TAX-MANAGED FDS

$29.3M
VGES

VANGUARD TAX-MANAGED FDS

$28.2M
ETHA

ISHARES TR

$27.3M
SPY

STATE STR SPDR S&P 500 ETF T

$22.8M