Back to IVZ
CFG Wealth Management Services, Inc. → IVZ
CFG Wealth Management Services, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$7M
Q3 2026
Peak value
$7.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.7M |
| Q4 2025 | $79K |
| Q1 2026 | $7.1M |
| Q2 2026 | $7.1M |
| Q3 2026 | $7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7M | 98.5K | — | — |
| Q2 2026 | $7.1M | 94.7K | — | — |
| Q1 2026 | $7.1M | 94.7K | — | — |
| Q4 2025 | $79K | 3.0K | — | — |
| Q4 2025 | $6.7M | 93.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
Other CFG Wealth Management Services, Inc. positions
SCHW-PJ
$14.1MSCHWAB U.S. AGGREGATE BOND ETF
SCHW-PJ
$13.7MSCHWAB U.S. AGGREGATE BOND ETF
SCHW-PJ
$13.7MSCHWAB U.S. AGGREGATE BOND ETF
SCHW-PJ
$13.1MSCHWAB US AGGREGATE BONDETF
SCHW-PJ
$9.1MSCHWAB INTERNATIONAL EQUITY ETF
SCHW-PJ
$9.1MSCHWAB INTERNATIONAL EQUITY ETF
SCHW-PJ
$8.9MSCHWAB INTERNATIONAL EQUITY ETF
SCHW-PJ
$8.7MSCHWAB INTERNATIONAL EQUITY ETF