Back to IVZ
ALTFEST L J & CO INC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
6
Latest value
$16.7M
Q3 2026
Peak value
$16.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $889K |
| Q4 2025 | $7.1M |
| Q1 2026 | $801K |
| Q2 2026 | $828K |
| Q3 2026 | $813K |
| Q3 2026 | $16.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.7M | 262.1K | — | — |
| Q3 2026 | $813K | 12.0K | — | — |
| Q2 2026 | $828K | 12.0K | — | — |
| Q1 2026 | $801K | 12.0K | — | — |
| Q4 2025 | $7.1M | 83.8K | — | — |
| Q4 2025 | $889K | 12.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B