Back to IVZ
ATX Financial Planning, LLC → IVZ
ATX Financial Planning, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
19
Latest value
$2.6M
Q3 2026
Peak value
$4.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $296K |
| Q4 2025 | $339K |
| Q4 2025 | $250K |
| Q4 2025 | $3.7M |
| Q4 2025 | $1.7M |
| Q1 2026 | $295K |
| Q1 2026 | $277K |
| Q1 2026 | $244K |
| Q1 2026 | $3.7M |
| Q1 2026 | $1.8M |
| Q2 2026 | $420K |
| Q2 2026 | $264K |
| Q2 2026 | $274K |
| Q2 2026 | $4.3M |
| Q2 2026 | $2.6M |
| Q3 2026 | $429K |
| Q3 2026 | $274K |
| Q3 2026 | $3.8M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 17.5K | — | — |
| Q3 2026 | $3.8M | 26.2K | — | — |
| Q3 2026 | $274K | 2.1K | — | — |
| Q3 2026 | $429K | 6.5K | — | — |
| Q2 2026 | $2.6M | 16.1K | — | — |
| Q2 2026 | $4.3M | 25.4K | — | — |
| Q2 2026 | $274K | 2.1K | — | — |
| Q2 2026 | $264K | 2.2K | — | — |
| Q2 2026 | $420K | 6.5K | — | — |
| Q1 2026 | $1.8M | 16.0K | — | — |
| Q1 2026 | $3.7M | 25.4K | — | — |
| Q1 2026 | $244K | 2.1K | — | — |
| Q1 2026 | $277K | 2.6K | — | — |
| Q1 2026 | $295K | 6.5K | — | — |
| Q4 2025 | $1.7M | 13.9K | — | — |
| Q4 2025 | $3.7M | 26.5K | — | — |
| Q4 2025 | $250K | 2.1K | — | — |
| Q4 2025 | $339K | 3.0K | — | — |
| Q4 2025 | $296K | 6.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B