Back to IVZ
Compass Wealth Management LLC → IVZ
Compass Wealth Management LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
6
Latest value
$23.5M
Q3 2026
Peak value
$23.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $342K |
| Q3 2025 | $23.5M |
| Q4 2025 | $23.2M |
| Q1 2026 | $22.4M |
| Q2 2026 | $23.9M |
| Q3 2026 | $23.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.5M | 113.0K | — | — |
| Q2 2026 | $23.9M | 112.4K | — | — |
| Q1 2026 | $22.4M | 116.9K | — | — |
| Q4 2025 | $23.2M | 121.3K | — | — |
| Q3 2025 | $23.5M | 123.7K | — | — |
| Q3 2025 | $342K | 686 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B