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QUANTUM FINANCIAL PARTNERS LLC → IVZ

QUANTUM FINANCIAL PARTNERS LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
6
Latest value
$1.4M
Q3 2026
Peak value
$3.1M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$2.5M
Q2 2026$392K
Q2 2026$1.4M
Q3 2026$3.1M
Q3 2026$477K
Q3 2026$1.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.4M19.2K——
Q3 2026$477K3.1K——
Q3 2026$3.1M14.7K——
Q2 2026$1.4M18.6K——
Q2 2026$392K2.4K——
Q2 2026$2.5M11.8K——

Other funds holding IVZ

Other QUANTUM FINANCIAL PARTNERS LLC positions

COF-PN

CAPITAL GROUP GROWTH ETF

$11.7M
COF-PN

CAPITAL GROUP GROWTH ETF

$10.8M
COF-PN

CAPITAL GROUP CORE BALANCED

$9.9M
COF-PN

CAPITAL GROUP CORE BALANCED

$8.2M
COF-PN

CAPITAL GRP FIXED INCM ETF T

$6.7M
QQQ

INVESCO QQQ TR

$6.6M
COF-PN

CAPITAL GROUP INTL FOCUS EQT

$6.5M
QQQ

INVESCO QQQ TR

$6.5M