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Comprehensive Financial Planning, Inc./PA → IVZ
Comprehensive Financial Planning, Inc./PA IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
31
Latest value
$79K
Q3 2026
Peak value
$5.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.3M |
| Q3 2025 | $144K |
| Q3 2025 | $60K |
| Q3 2025 | $797K |
| Q3 2025 | $1.3M |
| Q3 2025 | $540K |
| Q4 2025 | $5.6M |
| Q4 2025 | $151K |
| Q4 2025 | $62K |
| Q4 2025 | $820K |
| Q4 2025 | $1.3M |
| Q4 2025 | $514K |
| Q4 2025 | $5K |
| Q1 2026 | $5M |
| Q1 2026 | $157K |
| Q1 2026 | $61K |
| Q1 2026 | $868K |
| Q1 2026 | $1.5M |
| Q1 2026 | $559K |
| Q2 2026 | $5.7M |
| Q2 2026 | $168K |
| Q2 2026 | $87K |
| Q2 2026 | $998K |
| Q2 2026 | $1.9M |
| Q2 2026 | $754K |
| Q3 2026 | $5.9M |
| Q3 2026 | $170K |
| Q3 2026 | $89K |
| Q3 2026 | $1M |
| Q3 2026 | $2M |
| Q3 2026 | $79K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $79K | 521 | — | — |
| Q3 2026 | $2M | 13.3K | — | — |
| Q3 2026 | $1M | 4.8K | — | — |
| Q3 2026 | $89K | 1.4K | — | — |
| Q3 2026 | $170K | 1.5K | — | — |
| Q3 2026 | $5.9M | 92.6K | — | — |
| Q2 2026 | $754K | 4.7K | — | — |
| Q2 2026 | $1.9M | 11.0K | — | — |
| Q2 2026 | $998K | 4.7K | — | — |
| Q2 2026 | $87K | 1.4K | — | — |
| Q2 2026 | $168K | 1.5K | — | — |
| Q2 2026 | $5.7M | 92.8K | — | — |
| Q1 2026 | $559K | 5.0K | — | — |
| Q1 2026 | $1.5M | 10.6K | — | — |
| Q1 2026 | $868K | 4.5K | — | — |
| Q1 2026 | $61K | 1.4K | — | — |
| Q1 2026 | $157K | 1.5K | — | — |
| Q1 2026 | $5M | 92.0K | — | — |
| Q4 2025 | $5K | 39 | — | — |
| Q4 2025 | $514K | 4.3K | — | — |
| Q4 2025 | $1.3M | 9.7K | — | — |
| Q4 2025 | $820K | 4.3K | — | — |
| Q4 2025 | $62K | 1.4K | — | — |
| Q4 2025 | $151K | 1.5K | — | — |
| Q4 2025 | $5.6M | 94.8K | — | — |
| Q3 2025 | $540K | 4.5K | — | — |
| Q3 2025 | $1.3M | 9.6K | — | — |
| Q3 2025 | $797K | 4.2K | — | — |
| Q3 2025 | $60K | 1.4K | — | — |
| Q3 2025 | $144K | 1.5K | — | — |
| Q3 2025 | $5.3M | 92.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B