Back to IVZ
Capital Advisors, Ltd. LLC → IVZ
Capital Advisors, Ltd. LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
48
Latest value
$4K
Q3 2026
Peak value
$26.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.5M |
| Q4 2025 | $4M |
| Q4 2025 | $15K |
| Q4 2025 | $1.2M |
| Q4 2025 | $22K |
| Q4 2025 | $565K |
| Q4 2025 | $22.7M |
| Q4 2025 | $28K |
| Q4 2025 | $531K |
| Q4 2025 | $12.3M |
| Q4 2025 | $127K |
| Q4 2025 | $1K |
| Q1 2026 | $5.4M |
| Q1 2026 | $4.4M |
| Q1 2026 | $14K |
| Q1 2026 | $1.7M |
| Q1 2026 | $22K |
| Q1 2026 | $552K |
| Q1 2026 | $23.2M |
| Q1 2026 | $29K |
| Q1 2026 | $523K |
| Q1 2026 | $11.5M |
| Q1 2026 | $126K |
| Q1 2026 | $1K |
| Q2 2026 | $5.4M |
| Q2 2026 | $4.9M |
| Q2 2026 | $15K |
| Q2 2026 | $2.2M |
| Q2 2026 | $31K |
| Q2 2026 | $596K |
| Q2 2026 | $26.2M |
| Q2 2026 | $31K |
| Q2 2026 | $523K |
| Q2 2026 | $11.3M |
| Q2 2026 | $129K |
| Q2 2026 | $1K |
| Q3 2026 | $5.7M |
| Q3 2026 | $4.4M |
| Q3 2026 | $15K |
| Q3 2026 | $2.4M |
| Q3 2026 | $32K |
| Q3 2026 | $575K |
| Q3 2026 | $25.4M |
| Q3 2026 | $31K |
| Q3 2026 | $474K |
| Q3 2026 | $9.9M |
| Q3 2026 | $137K |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 137 | — | — |
| Q3 2026 | $137K | 5.8K | — | — |
| Q3 2026 | $9.9M | 141.1K | — | — |
| Q3 2026 | $474K | 22.2K | — | — |
| Q3 2026 | $31K | 277 | — | — |
| Q3 2026 | $25.4M | 122.1K | — | — |
| Q3 2026 | $575K | 4.0K | — | — |
| Q3 2026 | $32K | 482 | — | — |
| Q3 2026 | $2.4M | 37.9K | — | — |
| Q3 2026 | $15K | 215 | — | — |
| Q3 2026 | $4.4M | 28.3K | — | — |
| Q3 2026 | $5.7M | 114.5K | — | — |
| Q2 2026 | $1K | 21 | — | — |
| Q2 2026 | $129K | 5.3K | — | — |
| Q2 2026 | $11.3M | 150.5K | — | — |
| Q2 2026 | $523K | 23.6K | — | — |
| Q2 2026 | $31K | 277 | — | — |
| Q2 2026 | $26.2M | 123.0K | — | — |
| Q2 2026 | $596K | 4.2K | — | — |
| Q2 2026 | $31K | 482 | — | — |
| Q2 2026 | $2.2M | 36.5K | — | — |
| Q2 2026 | $15K | 215 | — | — |
| Q2 2026 | $4.9M | 27.7K | — | — |
| Q2 2026 | $5.4M | 107.1K | — | — |
| Q1 2026 | $1K | 21 | — | — |
| Q1 2026 | $126K | 5.3K | — | — |
| Q1 2026 | $11.5M | 156.8K | — | — |
| Q1 2026 | $523K | 23.5K | — | — |
| Q1 2026 | $29K | 277 | — | — |
| Q1 2026 | $23.2M | 121.0K | — | — |
| Q1 2026 | $552K | 4.2K | — | — |
| Q1 2026 | $22K | 482 | — | — |
| Q1 2026 | $1.7M | 30.5K | — | — |
| Q1 2026 | $14K | 215 | — | — |
| Q1 2026 | $4.4M | 26.3K | — | — |
| Q1 2026 | $5.4M | 107.8K | — | — |
| Q4 2025 | $1K | 21 | — | — |
| Q4 2025 | $127K | 5.2K | — | — |
| Q4 2025 | $12.3M | 172.7K | — | — |
| Q4 2025 | $531K | 24.1K | — | — |
| Q4 2025 | $28K | 277 | — | — |
| Q4 2025 | $22.7M | 118.7K | — | — |
| Q4 2025 | $565K | 4.2K | — | — |
| Q4 2025 | $22K | 482 | — | — |
| Q4 2025 | $1.2M | 19.9K | — | — |
| Q4 2025 | $15K | 215 | — | — |
| Q4 2025 | $4M | 25.6K | — | — |
| Q4 2025 | $5.5M | 110.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B