Back to IVZ
Cyndeo Wealth Partners, LLC → IVZ
Cyndeo Wealth Partners, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
20
Latest value
$220K
Q3 2026
Peak value
$22.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $18.4M |
| Q4 2025 | $898K |
| Q4 2025 | $406K |
| Q4 2025 | $246K |
| Q1 2026 | $20.2M |
| Q1 2026 | $807K |
| Q1 2026 | $420K |
| Q1 2026 | $252K |
| Q2 2026 | $21M |
| Q2 2026 | $903K |
| Q2 2026 | $466K |
| Q2 2026 | $251K |
| Q2 2026 | $261K |
| Q3 2026 | $22.1M |
| Q3 2026 | $870K |
| Q3 2026 | $875K |
| Q3 2026 | $263K |
| Q3 2026 | $455K |
| Q3 2026 | $245K |
| Q3 2026 | $220K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $220K | 3.1K | — | — |
| Q3 2026 | $245K | 2.4K | — | — |
| Q3 2026 | $455K | 2.2K | — | — |
| Q3 2026 | $263K | 4.0K | — | — |
| Q3 2026 | $875K | 13.8K | — | — |
| Q3 2026 | $870K | 5.6K | — | — |
| Q3 2026 | $22.1M | 442.9K | — | — |
| Q2 2026 | $261K | 3.5K | — | — |
| Q2 2026 | $251K | 2.4K | — | — |
| Q2 2026 | $466K | 2.2K | — | — |
| Q2 2026 | $903K | 14.8K | — | — |
| Q2 2026 | $21M | 419.1K | — | — |
| Q1 2026 | $252K | 3.4K | — | — |
| Q1 2026 | $420K | 2.2K | — | — |
| Q1 2026 | $807K | 14.8K | — | — |
| Q1 2026 | $20.2M | 403.4K | — | — |
| Q4 2025 | $246K | 3.4K | — | — |
| Q4 2025 | $406K | 2.1K | — | — |
| Q4 2025 | $898K | 15.1K | — | — |
| Q4 2025 | $18.4M | 365.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B