Back to IVZ
COLUMBIA ADVISORY PARTNERS LLC → IVZ
COLUMBIA ADVISORY PARTNERS LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
9
Latest value
$4.6M
Q3 2026
Peak value
$5.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q4 2025 | $1.4M |
| Q1 2026 | $505K |
| Q1 2026 | $4.6M |
| Q2 2026 | $567K |
| Q2 2026 | $5.5M |
| Q3 2026 | $481K |
| Q3 2026 | $3.3M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 31.5K | — | — |
| Q3 2026 | $3.3M | 16.0K | — | — |
| Q3 2026 | $481K | 7.6K | — | — |
| Q2 2026 | $5.5M | 32.2K | — | — |
| Q2 2026 | $567K | 9.3K | — | — |
| Q1 2026 | $4.6M | 31.6K | — | — |
| Q1 2026 | $505K | 9.3K | — | — |
| Q4 2025 | $1.4M | 23.3K | — | — |
| Q3 2025 | $1.5M | 26.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B