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Advocate Investing Services LLC → IVZ
Advocate Investing Services LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$16K
Q3 2026
Peak value
$16.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $16.2M |
| Q4 2025 | $313K |
| Q4 2025 | $15K |
| Q1 2026 | $13.5M |
| Q1 2026 | $331K |
| Q1 2026 | $14K |
| Q2 2026 | $13M |
| Q2 2026 | $353K |
| Q2 2026 | $17K |
| Q3 2026 | $12.4M |
| Q3 2026 | $309K |
| Q3 2026 | $16K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16K | 180 | — | — |
| Q3 2026 | $309K | 2.0K | — | — |
| Q3 2026 | $12.4M | 247.6K | — | — |
| Q2 2026 | $17K | 180 | — | — |
| Q2 2026 | $353K | 2.0K | — | — |
| Q2 2026 | $13M | 260.1K | — | — |
| Q1 2026 | $14K | 180 | — | — |
| Q1 2026 | $331K | 2.0K | — | — |
| Q1 2026 | $13.5M | 270.1K | — | — |
| Q4 2025 | $15K | 180 | — | — |
| Q4 2025 | $313K | 2.0K | — | — |
| Q4 2025 | $16.2M | 322.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B