Back to IVZ
Capstone Wealth Management Group, Inc. → IVZ
Capstone Wealth Management Group, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$1.2M
Q3 2026
Peak value
$2.7M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $2.6M |
| Q2 2026 | $499K |
| Q2 2026 | $450K |
| Q2 2026 | $435K |
| Q2 2026 | $798K |
| Q2 2026 | $1.3M |
| Q3 2026 | $2.7M |
| Q3 2026 | $505K |
| Q3 2026 | $455K |
| Q3 2026 | $486K |
| Q3 2026 | $750K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 16.6K | — | — |
| Q3 2026 | $750K | 4.9K | — | — |
| Q3 2026 | $486K | 2.3K | — | — |
| Q3 2026 | $455K | 3.2K | — | — |
| Q3 2026 | $505K | 4.4K | — | — |
| Q3 2026 | $2.7M | 42.0K | — | — |
| Q2 2026 | $1.3M | 17.1K | — | — |
| Q2 2026 | $798K | 4.3K | — | — |
| Q2 2026 | $435K | 2.0K | — | — |
| Q2 2026 | $450K | 3.2K | — | — |
| Q2 2026 | $499K | 4.4K | — | — |
| Q2 2026 | $2.6M | 43.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B