Back to IVZ
Compass Wealth Management, LLC/GA → IVZ
Compass Wealth Management, LLC/GA IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$2.3M
Q3 2026
Peak value
$15.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.8M |
| Q3 2025 | $2.3M |
| Q4 2025 | $14.4M |
| Q4 2025 | $2.2M |
| Q1 2026 | $15.3M |
| Q1 2026 | $2.2M |
| Q2 2026 | $2.4M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 11.2K | — | — |
| Q2 2026 | $2.4M | 11.2K | — | — |
| Q1 2026 | $2.2M | 11.2K | — | — |
| Q1 2026 | $15.3M | 338.0K | — | — |
| Q4 2025 | $2.2M | 11.4K | — | — |
| Q4 2025 | $14.4M | 317.3K | — | — |
| Q3 2025 | $2.3M | 12.3K | — | — |
| Q3 2025 | $12.8M | 287.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B