Back to IVZ
CONTINUUM WEALTH ADVISORS, LLC → IVZ
CONTINUUM WEALTH ADVISORS, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
6
Latest value
$729K
Q3 2026
Peak value
$20.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $941K |
| Q4 2025 | $871K |
| Q1 2026 | $756K |
| Q2 2026 | $774K |
| Q3 2026 | $20.2M |
| Q3 2026 | $729K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $729K | 10.3K | — | — |
| Q3 2026 | $20.2M | 97.3K | — | — |
| Q2 2026 | $774K | 10.3K | — | — |
| Q1 2026 | $756K | 10.3K | — | — |
| Q4 2025 | $871K | 12.2K | — | — |
| Q3 2025 | $941K | 12.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B