Back to IVZ
AFFINITY WEALTH LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$21.2M
Q2 2026
Peak value
$21.2M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $13.8M |
| Q1 2025 | $13.5M |
| Q2 2025 | $16.5M |
| Q2 2025 | $16K |
| Q3 2025 | $9K |
| Q3 2025 | $13.9M |
| Q3 2025 | $2K |
| Q4 2025 | $9K |
| Q4 2025 | $15.4M |
| Q4 2025 | $2K |
| Q1 2026 | $17.4M |
| Q2 2026 | $21.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $21.2M | 124.8K | — | — |
| Q1 2026 | $17.4M | 120.0K | — | — |
| Q4 2025 | $2K | 34 | — | — |
| Q4 2025 | $15.4M | 111.5K | — | — |
| Q4 2025 | $9K | 45 | — | — |
| Q3 2025 | $2K | 34 | — | — |
| Q3 2025 | $13.9M | 102.5K | — | — |
| Q3 2025 | $9K | 45 | — | — |
| Q2 2025 | $16K | 376 | — | — |
| Q2 2025 | $16.5M | 128.3K | — | — |
| Q1 2025 | $13.5M | 118.7K | — | — |
| Q4 2024 | $13.8M | 111.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
Other AFFINITY WEALTH LLC positions
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ETHA
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