Back to IVZ
Bernardo Wealth Planning LLC → IVZ
Bernardo Wealth Planning LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$1.1M
Q3 2026
Peak value
$40.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $21.7M |
| Q4 2025 | $839K |
| Q1 2026 | $18.4M |
| Q1 2026 | $802K |
| Q2 2026 | $20.8M |
| Q2 2026 | $655K |
| Q3 2026 | $40.9M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 49.3K | — | — |
| Q3 2026 | $40.9M | 196.6K | — | — |
| Q2 2026 | $655K | 27.9K | — | — |
| Q2 2026 | $20.8M | 97.9K | — | — |
| Q1 2026 | $802K | 34.9K | — | — |
| Q1 2026 | $18.4M | 95.7K | — | — |
| Q4 2025 | $839K | 36.2K | — | — |
| Q4 2025 | $21.7M | 113.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B