Back to IVZ
CAPSTONE CAPITAL LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$545K
Q3 2026
Peak value
$682K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $224K |
| Q3 2025 | $682K |
| Q4 2025 | $218K |
| Q4 2025 | $643K |
| Q1 2026 | $220K |
| Q1 2026 | $627K |
| Q2 2026 | $240K |
| Q2 2026 | $578K |
| Q3 2026 | $238K |
| Q3 2026 | $545K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $545K | 21.5K | — | — |
| Q3 2026 | $238K | 2.1K | — | — |
| Q2 2026 | $578K | 21.5K | — | — |
| Q2 2026 | $240K | 2.1K | — | — |
| Q1 2026 | $627K | 23.3K | — | — |
| Q1 2026 | $220K | 2.1K | — | — |
| Q4 2025 | $643K | 23.7K | — | — |
| Q4 2025 | $218K | 2.1K | — | — |
| Q3 2025 | $682K | 2.0K | — | — |
| Q3 2025 | $224K | 2.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B