Back to IVZ
Compton Wealth Advisory Group, LLC → IVZ
Compton Wealth Advisory Group, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$19.8M
Q3 2026
Peak value
$20.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q4 2025 | $18.8M |
| Q1 2026 | $2.6M |
| Q1 2026 | $19M |
| Q2 2026 | $3M |
| Q2 2026 | $20.7M |
| Q3 2026 | $2.8M |
| Q3 2026 | $19.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.8M | 94.7K | — | — |
| Q3 2026 | $2.8M | 47.5K | — | — |
| Q2 2026 | $20.7M | 96.8K | — | — |
| Q2 2026 | $3M | 47.5K | — | — |
| Q1 2026 | $19M | 98.7K | — | — |
| Q1 2026 | $2.6M | 47.5K | — | — |
| Q4 2025 | $18.8M | 98.3K | — | — |
| Q4 2025 | $2.5M | 47.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B