Back to IVZ
E&G Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
15
Latest value
$5.5M
Q3 2026
Peak value
$9.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.3M |
| Q3 2025 | $496K |
| Q3 2025 | $2M |
| Q4 2025 | $8.2M |
| Q4 2025 | $508K |
| Q4 2025 | $2.1M |
| Q1 2026 | $8.8M |
| Q1 2026 | $533K |
| Q1 2026 | $2.2M |
| Q2 2026 | $9.8M |
| Q2 2026 | $625K |
| Q2 2026 | $3.6M |
| Q3 2026 | $9.4M |
| Q3 2026 | $599K |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 43.0K | — | — |
| Q3 2026 | $599K | 4.1K | — | — |
| Q3 2026 | $9.4M | 45.0K | — | — |
| Q2 2026 | $3.6M | 28.0K | — | — |
| Q2 2026 | $625K | 3.7K | — | — |
| Q2 2026 | $9.8M | 45.9K | — | — |
| Q1 2026 | $2.2M | 18.7K | — | — |
| Q1 2026 | $533K | 3.7K | — | — |
| Q1 2026 | $8.8M | 45.8K | — | — |
| Q4 2025 | $2.1M | 18.5K | — | — |
| Q4 2025 | $508K | 3.7K | — | — |
| Q4 2025 | $8.2M | 43.0K | — | — |
| Q3 2025 | $2M | 17.9K | — | — |
| Q3 2025 | $496K | 3.7K | — | — |
| Q3 2025 | $8.3M | 44.0K | — | — |
Other funds holding IVZ
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$5.2B
$4.9B
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