Back to IVZ
Curtis Advisory Group, LLC → IVZ
Curtis Advisory Group, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$11.7M
Q3 2026
Peak value
$11.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.1M |
| Q3 2025 | $10.3M |
| Q4 2025 | $11M |
| Q1 2026 | $10.8M |
| Q2 2026 | $2.2M |
| Q2 2026 | $11.5M |
| Q3 2026 | $2.4M |
| Q3 2026 | $11.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.7M | 81.6K | — | — |
| Q3 2026 | $2.4M | 37.1K | — | — |
| Q2 2026 | $11.5M | 81.4K | — | — |
| Q2 2026 | $2.2M | 35.7K | — | — |
| Q1 2026 | $10.8M | 82.6K | — | — |
| Q4 2025 | $11M | 81.8K | — | — |
| Q3 2025 | $10.3M | 78.1K | — | — |
| Q3 2025 | $2.1M | 36.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B