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Saxony Capital Management, LLC → IVZ

Saxony Capital Management, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
11
Latest value
$6.5M
Q3 2026
Peak value
$6.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$225K
Q3 2025$1.1M
Q4 2025$458K
Q4 2025$1.6M
Q1 2026$783K
Q1 2026$2.3M
Q2 2026$1.5M
Q2 2026$3.3M
Q3 2026$746K
Q3 2026$1.5M
Q3 2026$6.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.5M31.4K——
Q3 2026$1.5M13.0K——
Q3 2026$746K38.7K——
Q2 2026$3.3M15.3K——
Q2 2026$1.5M13.1K——
Q1 2026$2.3M12.2K——
Q1 2026$783K7.3K——
Q4 2025$1.6M8.3K——
Q4 2025$458K4.4K——
Q3 2025$1.1M5.6K——
Q3 2025$225K2.3K——

Other funds holding IVZ

Other Saxony Capital Management, LLC positions

META

META PLATFORMS INC

$12.9M
VGES

VANGUARD INDEX FDS

$12.6M
VGES

VANGUARD INDEX FDS

$11.2M
META

META PLATFORMS INC

$10M
VGES

VANGUARD INDEX FDS

$8.7M
QQQ

INVESCO QQQ TR

$8.6M
VGES

VANGUARD INDEX FDS

$8.1M
VGES

VANGUARD INDEX FDS

$7.9M