Back to IVZ
Atlas Private Wealth Advisors → IVZ
Atlas Private Wealth Advisors IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$483K
Q3 2026
Peak value
$12.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.3M |
| Q3 2025 | $309K |
| Q4 2025 | $10.7M |
| Q4 2025 | $374K |
| Q1 2026 | $10.7M |
| Q1 2026 | $423K |
| Q2 2026 | $12.1M |
| Q2 2026 | $531K |
| Q3 2026 | $11.6M |
| Q3 2026 | $483K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $483K | 3.3K | — | — |
| Q3 2026 | $11.6M | 55.9K | — | — |
| Q2 2026 | $531K | 3.1K | — | — |
| Q2 2026 | $12.1M | 56.8K | — | — |
| Q1 2026 | $423K | 2.9K | — | — |
| Q1 2026 | $10.7M | 55.6K | — | — |
| Q4 2025 | $374K | 2.7K | — | — |
| Q4 2025 | $10.7M | 55.9K | — | — |
| Q3 2025 | $309K | 2.3K | — | — |
| Q3 2025 | $10.3M | 54.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B