Back to IVZ
Bay Capital Advisors, LLC → IVZ
Bay Capital Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
13
Latest value
$1.1M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q3 2025 | $1.2M |
| Q4 2025 | $988K |
| Q4 2025 | $1.3M |
| Q1 2026 | $908K |
| Q1 2026 | $1.3M |
| Q1 2026 | $374K |
| Q2 2026 | $902K |
| Q2 2026 | $2.3M |
| Q2 2026 | $1.1M |
| Q3 2026 | $861K |
| Q3 2026 | $1.9M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 7.2K | — | — |
| Q3 2026 | $1.9M | 19.1K | — | — |
| Q3 2026 | $861K | 4.1K | — | — |
| Q2 2026 | $1.1M | 6.6K | — | — |
| Q2 2026 | $2.3M | 21.8K | — | — |
| Q2 2026 | $902K | 4.2K | — | — |
| Q1 2026 | $374K | 3.3K | — | — |
| Q1 2026 | $1.3M | 21.9K | — | — |
| Q1 2026 | $908K | 4.7K | — | — |
| Q4 2025 | $1.3M | 22.0K | — | — |
| Q4 2025 | $988K | 5.2K | — | — |
| Q3 2025 | $1.2M | 22.6K | — | — |
| Q3 2025 | $1M | 5.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B