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Spectrum Strategic Capital Management, LLC → IVZ

Spectrum Strategic Capital Management, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
5
Latest value
$2.4M
Q3 2026
Peak value
$3.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.3M
Q4 2025$2.6M
Q1 2026$2.7M
Q2 2026$2.5M
Q3 2026$2.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.4M15.3K——
Q2 2026$2.5M14.4K——
Q1 2026$2.7M16.1K——
Q4 2025$2.6M16.4K——
Q3 2025$3.3M21.0K——

Other funds holding IVZ

Other Spectrum Strategic Capital Management, LLC positions

SPY

SPDR S&P 500 ETF TR

$44.6M
SPY

STATE STR SPDR S&P 500 ETF T

$27.7M
SPY

SPDR S&P 500 ETF

$25M
SPY

SPDR S&P 500 ETF TR

$23.3M
SPY

SPDR S&P 500 ETF

$22.3M
ETHA

ISHARES TR

$14M
ETHA

ISHARES TR

$13.4M
ETHA

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

$13.2M