Back to IVZ
AVAII WEALTH MANAGEMENT, LLC → IVZ
AVAII WEALTH MANAGEMENT, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
19
Latest value
$10M
Q3 2026
Peak value
$10.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $205K |
| Q3 2025 | $381K |
| Q3 2025 | $862K |
| Q4 2025 | $203K |
| Q4 2025 | $381K |
| Q4 2025 | $830K |
| Q4 2025 | $8M |
| Q1 2026 | $213K |
| Q1 2026 | $382K |
| Q1 2026 | $774K |
| Q1 2026 | $8.8M |
| Q2 2026 | $228K |
| Q2 2026 | $372K |
| Q2 2026 | $880K |
| Q2 2026 | $10.9M |
| Q3 2026 | $201K |
| Q3 2026 | $383K |
| Q3 2026 | $841K |
| Q3 2026 | $10M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10M | 66.1K | — | — |
| Q3 2026 | $841K | 7.0K | — | — |
| Q3 2026 | $383K | 1.8K | — | — |
| Q3 2026 | $201K | 1.3K | — | — |
| Q2 2026 | $10.9M | 63.8K | — | — |
| Q2 2026 | $880K | 7.2K | — | — |
| Q2 2026 | $372K | 1.8K | — | — |
| Q2 2026 | $228K | 1.3K | — | — |
| Q1 2026 | $8.8M | 60.6K | — | — |
| Q1 2026 | $774K | 7.2K | — | — |
| Q1 2026 | $382K | 2.0K | — | — |
| Q1 2026 | $213K | 1.3K | — | — |
| Q4 2025 | $8M | 58.1K | — | — |
| Q4 2025 | $830K | 7.3K | — | — |
| Q4 2025 | $381K | 2.0K | — | — |
| Q4 2025 | $203K | 1.3K | — | — |
| Q3 2025 | $862K | 7.6K | — | — |
| Q3 2025 | $381K | 2.0K | — | — |
| Q3 2025 | $205K | 1.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B