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Omnitrust Wealth Management, Inc → IVZ

Omnitrust Wealth Management, Inc IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
4
Latest value
$170K
Q3 2026
Peak value
$817K
First seen
Q2 2025

Dollar value over time

Show data table
PeriodPosition value
Q2 2025$494K
Q2 2025$98K
Q3 2026$817K
Q3 2026$170K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$170K817——
Q3 2026$817K3.9K——
Q2 2025$98K461——
Q2 2025$494K2.3K——

Other funds holding IVZ

Other Omnitrust Wealth Management, Inc positions

ETHA

INVESCO EXCH TRADED FD TR II

$10.7M
VGES

VANGUARD INDEX FDS

$9.9M
VGES

VANGUARD INDEX FDS

$9M
ETHA

ISHARES TR

$5.1M
VGES

VANGUARD INTL EQUITY INDEX F

$5.1M
VGES

VANGUARD INDEX FDS

$5M
ETHA

INVESCO EXCH TRADED FD TR II

$5M
VGES

VANGUARD INTL EQUITY INDEX F

$5M