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Strategic Advocates LLC → IVZ

Strategic Advocates LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
12
Latest value
$1.5M
Q3 2026
Peak value
$30M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$20K
Q3 2025$27.4M
Q3 2025$3K
Q4 2025$4K
Q4 2025$30M
Q4 2025$7K
Q1 2026$4K
Q1 2026$1.3M
Q2 2026$4K
Q2 2026$1.4M
Q3 2026$3K
Q3 2026$1.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.5M12.8K——
Q3 2026$3K70——
Q2 2026$1.4M12.4K——
Q2 2026$4K70——
Q1 2026$1.3M12.2K——
Q1 2026$4K70——
Q4 2025$7K259——
Q4 2025$30M288.2K——
Q4 2025$4K70——
Q3 2025$3K145——
Q3 2025$27.4M276.1K——
Q3 2025$20K407——

Other funds holding IVZ

Other Strategic Advocates LLC positions

QQQ

INVESCO QQQ TRUST SERIES I

$36.2M
STT-PG

STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF

$35.5M
STT-PG

STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF

$35.3M
QQQ

INVESCO QQQ TRUST SERIES I

$34M
VGES

VANGUARD INTERMEDIATE-TERM BOND ETF

$28.4M
VGES

VANGUARD INTERMEDIATE-TERM BOND ETF

$28.4M
ETHA

ISHARES CORE MSCI EMERGING MARKETS ETF

$21.4M
ETHA

ISHARES CORE MSCI EMERGING MARKETS ETF

$20.3M
Strategic Advocates LLC IVZ Holdings: 13F Position History | Track13F