Back to IVZ
BigSur Wealth Management LLC → IVZ
BigSur Wealth Management LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
23
Latest value
$7.9M
Q3 2026
Peak value
$7.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q3 2025 | $3.4M |
| Q3 2025 | $1M |
| Q3 2025 | $649K |
| Q3 2025 | $2.9M |
| Q4 2025 | $1.3M |
| Q4 2025 | $3.4M |
| Q4 2025 | $1M |
| Q4 2025 | $658K |
| Q4 2025 | $3.9M |
| Q1 2026 | $1.4M |
| Q1 2026 | $3.5M |
| Q1 2026 | $1M |
| Q1 2026 | $643K |
| Q1 2026 | $6.1M |
| Q2 2026 | $795K |
| Q2 2026 | $3.6M |
| Q2 2026 | $2.1M |
| Q2 2026 | $7.1M |
| Q3 2026 | $696K |
| Q3 2026 | $3.6M |
| Q3 2026 | $2M |
| Q3 2026 | $7.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.9M | 38.1K | — | — |
| Q3 2026 | $2M | 30.0K | — | — |
| Q3 2026 | $3.6M | 31.7K | — | — |
| Q3 2026 | $696K | 4.5K | — | — |
| Q2 2026 | $7.1M | 33.2K | — | — |
| Q2 2026 | $2.1M | 32.3K | — | — |
| Q2 2026 | $3.6M | 31.7K | — | — |
| Q2 2026 | $795K | 4.5K | — | — |
| Q1 2026 | $6.1M | 32.0K | — | — |
| Q1 2026 | $643K | 4.9K | — | — |
| Q1 2026 | $1M | 22.5K | — | — |
| Q1 2026 | $3.5M | 32.6K | — | — |
| Q1 2026 | $1.4M | 8.2K | — | — |
| Q4 2025 | $3.9M | 20.3K | — | — |
| Q4 2025 | $658K | 4.9K | — | — |
| Q4 2025 | $1M | 22.5K | — | — |
| Q4 2025 | $3.4M | 33.2K | — | — |
| Q4 2025 | $1.3M | 8.2K | — | — |
| Q3 2025 | $2.9M | 15.3K | — | — |
| Q3 2025 | $649K | 4.9K | — | — |
| Q3 2025 | $1M | 22.5K | — | — |
| Q3 2025 | $3.4M | 34.2K | — | — |
| Q3 2025 | $1.8M | 11.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B