Back to IVZ
Burns Matteson Capital Management, LLC → IVZ
Burns Matteson Capital Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$3.4M
Q3 2026
Peak value
$6.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $247K |
| Q4 2025 | $6.4M |
| Q4 2025 | $4M |
| Q1 2026 | $227K |
| Q1 2026 | $6.2M |
| Q1 2026 | $4M |
| Q2 2026 | $255K |
| Q2 2026 | $6.7M |
| Q2 2026 | $3.9M |
| Q3 2026 | $265K |
| Q3 2026 | $6.8M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 48.6K | — | — |
| Q3 2026 | $6.8M | 60.5K | — | — |
| Q3 2026 | $265K | 4.2K | — | — |
| Q2 2026 | $3.9M | 51.7K | — | — |
| Q2 2026 | $6.7M | 59.5K | — | — |
| Q2 2026 | $255K | 4.2K | — | — |
| Q1 2026 | $4M | 54.6K | — | — |
| Q1 2026 | $6.2M | 59.6K | — | — |
| Q1 2026 | $227K | 4.2K | — | — |
| Q4 2025 | $4M | 56.3K | — | — |
| Q4 2025 | $6.4M | 62.1K | — | — |
| Q4 2025 | $247K | 4.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B