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Centerpoint Advisory Group → IVZ
Centerpoint Advisory Group IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
23
Latest value
$12.7M
Q3 2026
Peak value
$12.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $847K |
| Q3 2025 | $941K |
| Q3 2025 | $3.5M |
| Q3 2025 | $6.8M |
| Q4 2025 | $883K |
| Q4 2025 | $969K |
| Q4 2025 | $3.3M |
| Q4 2025 | $7.8M |
| Q1 2026 | $835K |
| Q1 2026 | $1M |
| Q1 2026 | $3.3M |
| Q1 2026 | $8.3M |
| Q2 2026 | $553K |
| Q2 2026 | $212K |
| Q2 2026 | $903K |
| Q2 2026 | $1.2M |
| Q2 2026 | $3.5M |
| Q2 2026 | $12.9M |
| Q3 2026 | $580K |
| Q3 2026 | $872K |
| Q3 2026 | $1M |
| Q3 2026 | $3.4M |
| Q3 2026 | $12.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.7M | 84.0K | — | — |
| Q3 2026 | $3.4M | 30.4K | — | — |
| Q3 2026 | $1M | 6.9K | — | — |
| Q3 2026 | $872K | 7.3K | — | — |
| Q3 2026 | $580K | 11.6K | — | — |
| Q2 2026 | $12.9M | 80.1K | — | — |
| Q2 2026 | $3.5M | 30.9K | — | — |
| Q2 2026 | $1.2M | 7.3K | — | — |
| Q2 2026 | $903K | 7.4K | — | — |
| Q2 2026 | $212K | 3.3K | — | — |
| Q2 2026 | $553K | 11.0K | — | — |
| Q1 2026 | $8.3M | 74.3K | — | — |
| Q1 2026 | $3.3M | 31.8K | — | — |
| Q1 2026 | $1M | 7.0K | — | — |
| Q1 2026 | $835K | 7.8K | — | — |
| Q4 2025 | $7.8M | 65.1K | — | — |
| Q4 2025 | $3.3M | 32.5K | — | — |
| Q4 2025 | $969K | 7.0K | — | — |
| Q4 2025 | $883K | 7.8K | — | — |
| Q3 2025 | $6.8M | 56.2K | — | — |
| Q3 2025 | $3.5M | 32.9K | — | — |
| Q3 2025 | $941K | 7.0K | — | — |
| Q3 2025 | $847K | 7.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B