Back to IVZ
Altus Wealth Group LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$21.7M
Q3 2026
Peak value
$23.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9M |
| Q4 2025 | $17.3M |
| Q1 2026 | $10M |
| Q1 2026 | $15.9M |
| Q2 2026 | $11.3M |
| Q2 2026 | $23.2M |
| Q3 2026 | $11.8M |
| Q3 2026 | $21.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.7M | 143.4K | — | — |
| Q3 2026 | $11.8M | 105.3K | — | — |
| Q2 2026 | $23.2M | 143.8K | — | — |
| Q2 2026 | $11.3M | 99.8K | — | — |
| Q1 2026 | $15.9M | 142.3K | — | — |
| Q1 2026 | $10M | 96.9K | — | — |
| Q4 2025 | $17.3M | 145.0K | — | — |
| Q4 2025 | $9M | 88.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B