Back to IVZ
ATTICUS WEALTH MANAGEMENT, LLC → IVZ
ATTICUS WEALTH MANAGEMENT, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
15
Latest value
$326K
Q3 2026
Peak value
$10.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q3 2025 | $7.6M |
| Q3 2025 | $10.2M |
| Q4 2025 | $1.7M |
| Q4 2025 | $7.4M |
| Q4 2025 | $9.9M |
| Q1 2026 | $1.6M |
| Q1 2026 | $7.1M |
| Q1 2026 | $9.9M |
| Q2 2026 | $464K |
| Q2 2026 | $8M |
| Q2 2026 | $399K |
| Q3 2026 | $886K |
| Q3 2026 | $9.2M |
| Q3 2026 | $326K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $326K | 4.6K | — | — |
| Q3 2026 | $9.2M | 82.6K | — | — |
| Q3 2026 | $886K | 4.3K | — | — |
| Q2 2026 | $399K | 5.3K | — | — |
| Q2 2026 | $8M | 70.5K | — | — |
| Q2 2026 | $464K | 2.2K | — | — |
| Q1 2026 | $9.9M | 135.9K | — | — |
| Q1 2026 | $7.1M | 69.1K | — | — |
| Q1 2026 | $1.6M | 8.5K | — | — |
| Q4 2025 | $9.9M | 139.0K | — | — |
| Q4 2025 | $7.4M | 72.5K | — | — |
| Q4 2025 | $1.7M | 8.9K | — | — |
| Q3 2025 | $10.2M | 139.0K | — | — |
| Q3 2025 | $7.6M | 72.9K | — | — |
| Q3 2025 | $1.5M | 7.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B