Back to IVZ
Altus Wealth Management, LLC → IVZ
Altus Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$41.1M
Q3 2026
Peak value
$41.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $34.4M |
| Q4 2025 | $35.8M |
| Q1 2026 | $35.6M |
| Q2 2026 | $40.5M |
| Q3 2026 | $41.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $41.1M | 318.4K | — | — |
| Q2 2026 | $40.5M | 313.7K | — | — |
| Q1 2026 | $35.6M | 308.7K | — | — |
| Q4 2025 | $35.8M | 302.8K | — | — |
| Q3 2025 | $34.4M | 299.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B