Back to IVZ
Annex Advisory Services, LLC → IVZ
Annex Advisory Services, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
26
Latest value
$1.5M
Q3 2026
Peak value
$89.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $78.1M |
| Q4 2025 | $268K |
| Q4 2025 | $8.7M |
| Q4 2025 | $325K |
| Q4 2025 | $494K |
| Q4 2025 | $83.4M |
| Q1 2026 | $6.5M |
| Q1 2026 | $284K |
| Q1 2026 | $8.5M |
| Q1 2026 | $304K |
| Q1 2026 | $427K |
| Q1 2026 | $30.8M |
| Q1 2026 | $85.7M |
| Q2 2026 | $5.1M |
| Q2 2026 | $303K |
| Q2 2026 | $9.4M |
| Q2 2026 | $301K |
| Q2 2026 | $247K |
| Q2 2026 | $70.3M |
| Q2 2026 | $89.4M |
| Q3 2026 | $3M |
| Q3 2026 | $265K |
| Q3 2026 | $8.5M |
| Q3 2026 | $263K |
| Q3 2026 | $70.8M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 58.3K | — | — |
| Q3 2026 | $70.8M | 811.7K | — | — |
| Q3 2026 | $263K | 2.4K | — | — |
| Q3 2026 | $8.5M | 40.8K | — | — |
| Q3 2026 | $265K | 1.7K | — | — |
| Q3 2026 | $3M | 60.1K | — | — |
| Q2 2026 | $89.4M | 3.33M | — | — |
| Q2 2026 | $70.3M | 756.3K | — | — |
| Q2 2026 | $247K | 10.5K | — | — |
| Q2 2026 | $301K | 2.7K | — | — |
| Q2 2026 | $9.4M | 44.1K | — | — |
| Q2 2026 | $303K | 1.7K | — | — |
| Q2 2026 | $5.1M | 100.7K | — | — |
| Q1 2026 | $85.7M | 3.18M | — | — |
| Q1 2026 | $30.8M | 389.1K | — | — |
| Q1 2026 | $427K | 18.6K | — | — |
| Q1 2026 | $304K | 2.9K | — | — |
| Q1 2026 | $8.5M | 44.3K | — | — |
| Q1 2026 | $284K | 1.7K | — | — |
| Q1 2026 | $6.5M | 129.0K | — | — |
| Q4 2025 | $83.4M | 3.07M | — | — |
| Q4 2025 | $494K | 21.3K | — | — |
| Q4 2025 | $325K | 3.2K | — | — |
| Q4 2025 | $8.7M | 45.5K | — | — |
| Q4 2025 | $268K | 1.7K | — | — |
| Q4 2025 | $78.1M | 1.55M | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B