Back to IVZ
CoreCap Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
104
Latest value
$9K
Q3 2026
Peak value
$119.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q3 2025 | $3.7M |
| Q3 2025 | $1M |
| Q3 2025 | $959K |
| Q3 2025 | $15K |
| Q3 2025 | $26.7M |
| Q3 2025 | $32K |
| Q3 2025 | $3K |
| Q3 2025 | $10K |
| Q3 2025 | $15K |
| Q3 2025 | $500K |
| Q3 2025 | $40K |
| Q3 2025 | $3.4M |
| Q3 2025 | $104K |
| Q3 2025 | $13 |
| Q3 2025 | $9K |
| Q3 2025 | $1K |
| Q3 2025 | $436 |
| Q4 2025 | $2K |
| Q4 2025 | $2.6M |
| Q4 2025 | $1.2M |
| Q4 2025 | $2M |
| Q4 2025 | $10K |
| Q4 2025 | $58.8M |
| Q4 2025 | $32K |
| Q4 2025 | $3K |
| Q4 2025 | $308K |
| Q4 2025 | $16K |
| Q4 2025 | $3K |
| Q4 2025 | $518K |
| Q4 2025 | $45K |
| Q4 2025 | $4.5M |
| Q4 2025 | $101K |
| Q4 2025 | $13 |
| Q4 2025 | $22K |
| Q4 2025 | $1K |
| Q4 2025 | $16K |
| Q1 2026 | $6.6M |
| Q1 2026 | $4.3M |
| Q1 2026 | $1.5M |
| Q1 2026 | $2.1M |
| Q1 2026 | $2K |
| Q1 2026 | $10K |
| Q1 2026 | $60.6M |
| Q1 2026 | $30K |
| Q1 2026 | $3K |
| Q1 2026 | $449K |
| Q1 2026 | $20K |
| Q1 2026 | $3K |
| Q1 2026 | $525K |
| Q1 2026 | $736K |
| Q1 2026 | $59K |
| Q1 2026 | $4.4M |
| Q1 2026 | $99K |
| Q1 2026 | $13 |
| Q1 2026 | $20K |
| Q1 2026 | $13K |
| Q1 2026 | $1K |
| Q1 2026 | $7K |
| Q2 2026 | $9.3M |
| Q2 2026 | $4.6M |
| Q2 2026 | $16K |
| Q2 2026 | $1.8M |
| Q2 2026 | $345 |
| Q2 2026 | $2.2M |
| Q2 2026 | $14K |
| Q2 2026 | $99M |
| Q2 2026 | $34K |
| Q2 2026 | $3K |
| Q2 2026 | $553K |
| Q2 2026 | $3K |
| Q2 2026 | $3K |
| Q2 2026 | $601K |
| Q2 2026 | $1.3M |
| Q2 2026 | $119K |
| Q2 2026 | $6.7M |
| Q2 2026 | $103K |
| Q2 2026 | $14 |
| Q2 2026 | $25K |
| Q2 2026 | $4K |
| Q2 2026 | $1K |
| Q2 2026 | $3K |
| Q3 2026 | $121K |
| Q3 2026 | $6.6M |
| Q3 2026 | $1.8M |
| Q3 2026 | $2M |
| Q3 2026 | $1K |
| Q3 2026 | $13K |
| Q3 2026 | $119.7M |
| Q3 2026 | $13K |
| Q3 2026 | $3K |
| Q3 2026 | $516K |
| Q3 2026 | $14K |
| Q3 2026 | $3K |
| Q3 2026 | $625K |
| Q3 2026 | $1.3M |
| Q3 2026 | $144K |
| Q3 2026 | $6.6M |
| Q3 2026 | $97K |
| Q3 2026 | $13K |
| Q3 2026 | $16K |
| Q3 2026 | $77K |
| Q3 2026 | $1K |
| Q3 2026 | $9K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9K | 306 | — | — |
| Q3 2026 | $1K | 12 | — | — |
| Q3 2026 | $77K | 599 | — | — |
| Q3 2026 | $16K | 178 | — | — |
| Q3 2026 | $13K | 596 | — | — |
| Q3 2026 | $97K | 1.4K | — | — |
| Q3 2026 | $6.6M | 43.2K | — | — |
| Q3 2026 | $144K | 944 | — | — |
| Q3 2026 | $1.3M | 12.5K | — | — |
| Q3 2026 | $625K | 11.5K | — | — |
| Q3 2026 | $3K | 131 | — | — |
| Q3 2026 | $14K | 125 | — | — |
| Q3 2026 | $516K | 3.5K | — | — |
| Q3 2026 | $3K | 23 | — | — |
| Q3 2026 | $13K | 107 | — | — |
| Q3 2026 | $119.7M | 575.5K | — | — |
| Q3 2026 | $13K | 225 | — | — |
| Q3 2026 | $1K | 13 | — | — |
| Q3 2026 | $2M | 31.4K | — | — |
| Q3 2026 | $1.8M | 11.3K | — | — |
| Q3 2026 | $6.6M | 342.9K | — | — |
| Q3 2026 | $121K | 2.4K | — | — |
| Q2 2026 | $3K | 118 | — | — |
| Q2 2026 | $1K | 12 | — | — |
| Q2 2026 | $4K | 34 | — | — |
| Q2 2026 | $25K | 268 | — | — |
| Q2 2026 | $14 | 1 | — | — |
| Q2 2026 | $103K | 1.4K | — | — |
| Q2 2026 | $6.7M | 41.3K | — | — |
| Q2 2026 | $119K | 633 | — | — |
| Q2 2026 | $1.3M | 12.7K | — | — |
| Q2 2026 | $601K | 11.1K | — | — |
| Q2 2026 | $3K | 131 | — | — |
| Q2 2026 | $3K | 30 | — | — |
| Q2 2026 | $553K | 3.3K | — | — |
| Q2 2026 | $3K | 23 | — | — |
| Q2 2026 | $34K | 281 | — | — |
| Q2 2026 | $99M | 465.3K | — | — |
| Q2 2026 | $14K | 225 | — | — |
| Q2 2026 | $2.2M | 35.7K | — | — |
| Q2 2026 | $345 | 5 | — | — |
| Q2 2026 | $1.8M | 9.9K | — | — |
| Q2 2026 | $16K | 1.6K | — | — |
| Q2 2026 | $4.6M | 290.6K | — | — |
| Q2 2026 | $9.3M | 184.8K | — | — |
| Q1 2026 | $7K | 295 | — | — |
| Q1 2026 | $1K | 12 | — | — |
| Q1 2026 | $13K | 110 | — | — |
| Q1 2026 | $20K | 259 | — | — |
| Q1 2026 | $13 | 0 | — | — |
| Q1 2026 | $99K | 1.4K | — | — |
| Q1 2026 | $4.4M | 39.5K | — | — |
| Q1 2026 | $59K | 626 | — | — |
| Q1 2026 | $736K | 12.7K | — | — |
| Q1 2026 | $525K | 11.0K | — | — |
| Q1 2026 | $3K | 131 | — | — |
| Q1 2026 | $20K | 195 | — | — |
| Q1 2026 | $449K | 3.1K | — | — |
| Q1 2026 | $3K | 23 | — | — |
| Q1 2026 | $30K | 281 | — | — |
| Q1 2026 | $60.6M | 316.0K | — | — |
| Q1 2026 | $10K | 215 | — | — |
| Q1 2026 | $2K | 22 | — | — |
| Q1 2026 | $2.1M | 38.8K | — | — |
| Q1 2026 | $1.5M | 8.9K | — | — |
| Q1 2026 | $4.3M | 247.5K | — | — |
| Q1 2026 | $6.6M | 132.1K | — | — |
| Q4 2025 | $16K | 603 | — | — |
| Q4 2025 | $1K | 12 | — | — |
| Q4 2025 | $22K | 259 | — | — |
| Q4 2025 | $13 | 1 | — | — |
| Q4 2025 | $101K | 1.4K | — | — |
| Q4 2025 | $4.5M | 37.5K | — | — |
| Q4 2025 | $45K | 576 | — | — |
| Q4 2025 | $518K | 11.0K | — | — |
| Q4 2025 | $3K | 131 | — | — |
| Q4 2025 | $16K | 158 | — | — |
| Q4 2025 | $308K | 2.2K | — | — |
| Q4 2025 | $3K | 23 | — | — |
| Q4 2025 | $32K | 281 | — | — |
| Q4 2025 | $58.8M | 307.0K | — | — |
| Q4 2025 | $10K | 215 | — | — |
| Q4 2025 | $2M | 33.0K | — | — |
| Q4 2025 | $1.2M | 7.6K | — | — |
| Q4 2025 | $2.6M | 197.4K | — | — |
| Q4 2025 | $2K | 49 | — | — |
| Q3 2025 | $436 | 19 | — | — |
| Q3 2025 | $1K | 12 | — | — |
| Q3 2025 | $9K | 116 | — | — |
| Q3 2025 | $13 | 0 | — | — |
| Q3 2025 | $104K | 1.4K | — | — |
| Q3 2025 | $3.4M | 27.7K | — | — |
| Q3 2025 | $40K | 564 | — | — |
| Q3 2025 | $500K | 11.0K | — | — |
| Q3 2025 | $15K | 140 | — | — |
| Q3 2025 | $10K | 77 | — | — |
| Q3 2025 | $3K | 23 | — | — |
| Q3 2025 | $32K | 281 | — | — |
| Q3 2025 | $26.7M | 140.7K | — | — |
| Q3 2025 | $15K | 311 | — | — |
| Q3 2025 | $959K | 16.7K | — | — |
| Q3 2025 | $1M | 6.5K | — | — |
| Q3 2025 | $3.7M | 274.1K | — | — |
| Q3 2025 | $2K | 49 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
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