Back to IVZ
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC → IVZ
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
13
Latest value
$94.8M
Q3 2026
Peak value
$100.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $213K |
| Q4 2025 | $1.6M |
| Q4 2025 | $25.2M |
| Q4 2025 | $100.2M |
| Q1 2026 | $251K |
| Q1 2026 | $25.7M |
| Q1 2026 | $100.3M |
| Q2 2026 | $230K |
| Q2 2026 | $24.9M |
| Q2 2026 | $100.8M |
| Q3 2026 | $280K |
| Q3 2026 | $22.7M |
| Q3 2026 | $94.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $94.8M | 4.43M | — | — |
| Q3 2026 | $22.7M | 321.5K | — | — |
| Q3 2026 | $280K | 14.5K | — | — |
| Q2 2026 | $100.8M | 4.29M | — | — |
| Q2 2026 | $24.9M | 331.8K | — | — |
| Q2 2026 | $230K | 14.5K | — | — |
| Q1 2026 | $100.3M | 4.36M | — | — |
| Q1 2026 | $25.7M | 351.1K | — | — |
| Q1 2026 | $251K | 14.5K | — | — |
| Q4 2025 | $100.2M | 4.32M | — | — |
| Q4 2025 | $25.2M | 352.5K | — | — |
| Q4 2025 | $1.6M | 34.6K | — | — |
| Q4 2025 | $213K | 16.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B