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Brookstone Capital Management → IVZ
Brookstone Capital Management IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
56
Latest value
$2.9M
Q3 2026
Peak value
$63.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.6M |
| Q4 2025 | $4.8M |
| Q4 2025 | $2.1M |
| Q4 2025 | $51.7M |
| Q4 2025 | $1M |
| Q4 2025 | $567K |
| Q4 2025 | $538K |
| Q4 2025 | $354K |
| Q4 2025 | $18.7M |
| Q4 2025 | $38.4M |
| Q4 2025 | $1.2M |
| Q4 2025 | $13M |
| Q4 2025 | $207K |
| Q1 2026 | $10.4M |
| Q1 2026 | $4.9M |
| Q1 2026 | $526K |
| Q1 2026 | $50.6M |
| Q1 2026 | $1.1M |
| Q1 2026 | $707K |
| Q1 2026 | $547K |
| Q1 2026 | $259K |
| Q1 2026 | $1.2M |
| Q1 2026 | $41M |
| Q1 2026 | $1.2M |
| Q1 2026 | $6.7M |
| Q2 2026 | $10.2M |
| Q2 2026 | $5.1M |
| Q2 2026 | $871K |
| Q2 2026 | $347K |
| Q2 2026 | $57.6M |
| Q2 2026 | $1.5M |
| Q2 2026 | $287K |
| Q2 2026 | $957K |
| Q2 2026 | $722K |
| Q2 2026 | $255K |
| Q2 2026 | $862K |
| Q2 2026 | $1.9M |
| Q2 2026 | $38.4M |
| Q2 2026 | $1.5M |
| Q2 2026 | $2.8M |
| Q3 2026 | $5.6M |
| Q3 2026 | $13M |
| Q3 2026 | $4.4M |
| Q3 2026 | $883K |
| Q3 2026 | $244K |
| Q3 2026 | $63.5M |
| Q3 2026 | $1.6M |
| Q3 2026 | $337K |
| Q3 2026 | $974K |
| Q3 2026 | $793K |
| Q3 2026 | $261K |
| Q3 2026 | $903K |
| Q3 2026 | $2.5M |
| Q3 2026 | $35.7M |
| Q3 2026 | $1.6M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 22.5K | — | — |
| Q3 2026 | $1.6M | 35.7K | — | — |
| Q3 2026 | $35.7M | 506.0K | — | — |
| Q3 2026 | $2.5M | 16.3K | — | — |
| Q3 2026 | $903K | 5.9K | — | — |
| Q3 2026 | $261K | 4.8K | — | — |
| Q3 2026 | $793K | 7.1K | — | — |
| Q3 2026 | $974K | 6.6K | — | — |
| Q3 2026 | $337K | 2.6K | — | — |
| Q3 2026 | $1.6M | 13.5K | — | — |
| Q3 2026 | $63.5M | 305.4K | — | — |
| Q3 2026 | $244K | 4.2K | — | — |
| Q3 2026 | $883K | 13.9K | — | — |
| Q3 2026 | $4.4M | 28.7K | — | — |
| Q3 2026 | $13M | 672.6K | — | — |
| Q3 2026 | $5.6M | 112.2K | — | — |
| Q2 2026 | $2.8M | 21.6K | — | — |
| Q2 2026 | $1.5M | 33.4K | — | — |
| Q2 2026 | $38.4M | 512.7K | — | — |
| Q2 2026 | $1.9M | 12.0K | — | — |
| Q2 2026 | $862K | 4.6K | — | — |
| Q2 2026 | $255K | 4.7K | — | — |
| Q2 2026 | $722K | 6.4K | — | — |
| Q2 2026 | $957K | 5.6K | — | — |
| Q2 2026 | $287K | 2.2K | — | — |
| Q2 2026 | $1.5M | 11.9K | — | — |
| Q2 2026 | $57.6M | 270.5K | — | — |
| Q2 2026 | $347K | 5.4K | — | — |
| Q2 2026 | $871K | 14.2K | — | — |
| Q2 2026 | $5.1M | 28.8K | — | — |
| Q2 2026 | $10.2M | 642.5K | — | — |
| Q1 2026 | $6.7M | 58.7K | — | — |
| Q1 2026 | $1.2M | 31.9K | — | — |
| Q1 2026 | $41M | 560.2K | — | — |
| Q1 2026 | $1.2M | 11.0K | — | — |
| Q1 2026 | $259K | 5.5K | — | — |
| Q1 2026 | $547K | 5.3K | — | — |
| Q1 2026 | $707K | 4.9K | — | — |
| Q1 2026 | $1.1M | 9.8K | — | — |
| Q1 2026 | $50.6M | 263.8K | — | — |
| Q1 2026 | $526K | 9.6K | — | — |
| Q1 2026 | $4.9M | 29.5K | — | — |
| Q1 2026 | $10.4M | 603.3K | — | — |
| Q4 2025 | $207K | 8.8K | — | — |
| Q4 2025 | $13M | 114.0K | — | — |
| Q4 2025 | $1.2M | 33.1K | — | — |
| Q4 2025 | $38.4M | 537.5K | — | — |
| Q4 2025 | $18.7M | 157.0K | — | — |
| Q4 2025 | $354K | 7.5K | — | — |
| Q4 2025 | $538K | 5.3K | — | — |
| Q4 2025 | $567K | 4.1K | — | — |
| Q4 2025 | $1M | 8.8K | — | — |
| Q4 2025 | $51.7M | 269.9K | — | — |
| Q4 2025 | $2.1M | 35.3K | — | — |
| Q4 2025 | $4.8M | 30.9K | — | — |
| Q4 2025 | $7.6M | 576.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B