Back to IVZ
Endowment Wealth Management, Inc. → IVZ
Endowment Wealth Management, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
20
Latest value
$495K
Q3 2026
Peak value
$11M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q3 2025 | $417K |
| Q3 2025 | $3.5M |
| Q3 2025 | $393K |
| Q4 2025 | $2.4M |
| Q4 2025 | $450K |
| Q4 2025 | $7M |
| Q4 2025 | $401K |
| Q1 2026 | $2.9M |
| Q1 2026 | $558K |
| Q1 2026 | $7M |
| Q1 2026 | $408K |
| Q2 2026 | $3M |
| Q2 2026 | $518K |
| Q2 2026 | $10.8M |
| Q2 2026 | $371K |
| Q3 2026 | $3.4M |
| Q3 2026 | $633K |
| Q3 2026 | $11M |
| Q3 2026 | $495K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $495K | 20.9K | — | — |
| Q3 2026 | $11M | 72.6K | — | — |
| Q3 2026 | $633K | 32.8K | — | — |
| Q3 2026 | $3.4M | 67.3K | — | — |
| Q2 2026 | $371K | 15.3K | — | — |
| Q2 2026 | $10.8M | 66.9K | — | — |
| Q2 2026 | $518K | 32.6K | — | — |
| Q2 2026 | $3M | 59.1K | — | — |
| Q1 2026 | $408K | 17.0K | — | — |
| Q1 2026 | $7M | 62.9K | — | — |
| Q1 2026 | $558K | 32.2K | — | — |
| Q1 2026 | $2.9M | 58.0K | — | — |
| Q4 2025 | $401K | 16.5K | — | — |
| Q4 2025 | $7M | 58.9K | — | — |
| Q4 2025 | $450K | 33.9K | — | — |
| Q4 2025 | $2.4M | 47.1K | — | — |
| Q3 2025 | $393K | 15.9K | — | — |
| Q3 2025 | $3.5M | 28.6K | — | — |
| Q3 2025 | $417K | 31.0K | — | — |
| Q3 2025 | $2.3M | 46.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B