Back to IVZ
Carlton Hofferkamp & Jenks Wealth Management, LLC → IVZ
Carlton Hofferkamp & Jenks Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$26M
Q3 2026
Peak value
$26M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24.4M |
| Q4 2025 | $24.3M |
| Q1 2026 | $24.4M |
| Q2 2026 | $25.6M |
| Q3 2026 | $26M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26M | 120.4K | — | — |
| Q2 2026 | $25.6M | 120.1K | — | — |
| Q1 2026 | $24.4M | 120.9K | — | — |
| Q4 2025 | $24.3M | 127.0K | — | — |
| Q3 2025 | $24.4M | 127.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B